Creative Planning’s Foundation Medicine, Inc. FMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,768
| Closed | -$652K | – | 2222 |
|
|
2018
Q2 | $652K | Sell |
4,768
-3,909
| -45% | -$355K | ﹤0.01% | 946 |
|
|
2018
Q1 | $683K | Sell |
8,677
-112
| -1% | -$8.26K | ﹤0.01% | 926 |
|
|
2017
Q4 | $599K | Buy |
+8,789
| New | +$456K | ﹤0.01% | 972 |
|
|
2017
Q3 | – | Sell |
-5,075
| Closed | -$202K | – | 4410 |
|
|
2017
Q2 | $202K | Buy |
5,075
+675
| +15% | +$24.7K | ﹤0.01% | 1516 |
|
|
2017
Q1 | $142K | Buy |
4,400
+400
| +10% | +$9.98K | ﹤0.01% | 1724 |
|
|
2016
Q4 | $71K | Sell |
4,000
-200
| -5% | -$4.31K | ﹤0.01% | 2112 |
|
|
2016
Q3 | $98K | Buy |
4,200
+200
| +5% | +$4.54K | ﹤0.01% | 1865 |
|
|
2016
Q2 | $75K | Buy |
4,000
+1,000
| +33% | +$18.1K | ﹤0.01% | 1856 |
|
|
2016
Q1 | $55K | Hold |
3,000
| – | – | ﹤0.01% | 2036 |
|
|
2015
Q4 | $63K | Buy |
+3,000
| New | +$57.8K | ﹤0.01% | 1937 |
|
|
2014
Q1 | – | Sell |
-270
| Closed | -$6K | – | 3842 |
|
|
2013
Q4 | $6K | Buy |
+270
| New | +$7.55K | ﹤0.01% | 2801 |
|
Creative Planning's FMI Position: Q3 2018 in Review
Creative Planning sold out of Foundation Medicine, Inc. (FMI) in Q3 2018, closing a stake of 4,768 shares — an estimated $652K sold.
Creative Planning first reported a position in FMI in Q4 2013 and held it in 11 quarters. The position peaked at $683K in Q1 2018. 0 funds tracked by Wall St. Rank hold FMI as of Q3 2018.
- Creative Planning reported no remaining Foundation Medicine, Inc. position as of Q3 2018 after selling out during the quarter.
- Creative Planning sold 4,768 Foundation Medicine, Inc. shares in Q3 2018, an estimated $652K.
- Creative Planning first reported a position in Foundation Medicine, Inc. in Q4 2013 and held it in 11 quarters.
- Creative Planning's Foundation Medicine, Inc. position peaked at $683K in Q1 2018.
- 0 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q3 2018.
Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.