HCC
FMI

Hirtle Callaghan & Co’s Foundation Medicine, Inc. FMI Stock Holding History

Hirtle Callaghan & Co’s Portfolio FMI Stock Details FMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,500
Closed -$40K – 637
2014
Q2 		$40K Buy
1,500
+1,200
+400% +$30.4K 0.01% 383
2014
Q1 		$10K Buy
+300
New +$9.75K ﹤0.01% 494

Other funds holding FMI

TRV
Third Rock Ventures Boston, Massachusetts $1.07B AUM 170.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Hirtle Callaghan & Co's FMI Position: Q3 2014 in Review

Hirtle Callaghan & Co sold out of Foundation Medicine, Inc. (FMI) in Q3 2014, closing a stake of 1,500 shares — an estimated $40K sold.

Hirtle Callaghan & Co first reported a position in FMI in Q1 2014 and held it in 2 quarters. The position peaked at $40K in Q2 2014. 86 funds tracked by Wall St. Rank hold FMI as of Q3 2014.

  • Hirtle Callaghan & Co reported no remaining Foundation Medicine, Inc. position as of Q3 2014 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 1,500 Foundation Medicine, Inc. shares in Q3 2014, an estimated $40K.
  • Hirtle Callaghan & Co first reported a position in Foundation Medicine, Inc. in Q1 2014 and held it in 2 quarters.
  • Hirtle Callaghan & Co's Foundation Medicine, Inc. position peaked at $40K in Q2 2014.
  • 86 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q3 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2014, filed 29 Oct 2014.