FM
IMDX

Family Management’s Insight Molecular Diagnostics IMDX Stock Holding History

Family Management’s Portfolio IMDX Stock Details IMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,028
Closed -$155K – 67
2017
Q3 		$155K Sell
1,028
-101
-9% -$10.6K 0.11% 60
2017
Q2 		$117K Buy
1,129
+313
+38% +$35.6K 0.08% 63
2017
Q1 		$97K Buy
816
+218
+36% +$25.2K 0.07% 63
2016
Q4 		$84K Buy
+598
New +$65.8K 0.06% 64

Other funds holding IMDX

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Family Management's IMDX Position: Q4 2017 in Review

Family Management sold out of Insight Molecular Diagnostics (IMDX) in Q4 2017, closing a stake of 1,028 shares — an estimated $155K sold.

Family Management first reported a position in IMDX in Q4 2016 and held it in 4 quarters. The position peaked at $155K in Q3 2017. 45 funds tracked by Wall St. Rank hold IMDX as of Q4 2017.

  • Family Management reported no remaining Insight Molecular Diagnostics position as of Q4 2017 after selling out during the quarter.
  • Family Management sold 1,028 Insight Molecular Diagnostics shares in Q4 2017, an estimated $155K.
  • Family Management first reported a position in Insight Molecular Diagnostics in Q4 2016 and held it in 4 quarters.
  • Family Management's Insight Molecular Diagnostics position peaked at $155K in Q3 2017.
  • 45 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q4 2017.

Based on Family Management's 13F filing for Q4 2017, filed 15 Feb 2018.