IIM
FMI

Ipswich Investment Management’s Foundation Medicine, Inc. FMI Stock Holding History

Ipswich Investment Management’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
2018
Q2 		– Sell
-9,650
Closed -$760K – 153
2018
Q1 		$760K Sell
9,650
-2,850
-23% -$210K 0.32% 79
2017
Q4 		$853K Sell
12,500
-1,950
-13% -$101K 0.36% 73
2017
Q3 		$581K Sell
14,450
-1,900
-12% -$73.3K 0.26% 85
2017
Q2 		$650K Sell
16,350
-7,850
-32% -$287K 0.3% 77
2017
Q1 		$780K Sell
24,200
-3,700
-13% -$92.3K 0.34% 71
2016
Q4 		$494K Buy
27,900
+7,500
+37% +$162K 0.22% 86
2016
Q3 		$476K Sell
20,400
-1,400
-6% -$31.8K 0.23% 86
2016
Q2 		$407K Hold
21,800
– – 0.2% 93
2016
Q1 		$381K Buy
21,800
+9,400
+76% +$151K 0.18% 86
2015
Q4 		$261K Hold
12,400
– – 0.12% 114
2015
Q3 		$229K Buy
+12,400
New +$310K 0.11% 123

Other funds holding FMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Ipswich Investment Management's FMI Position: Q2 2018 in Review

Ipswich Investment Management sold out of Foundation Medicine, Inc. (FMI) in Q2 2018, closing a stake of 9,650 shares — an estimated $760K sold.

Ipswich Investment Management first reported a position in FMI in Q3 2015 and held it in 11 quarters. The position peaked at $853K in Q4 2017. 157 funds tracked by Wall St. Rank hold FMI as of Q2 2018.

  • Ipswich Investment Management reported no remaining Foundation Medicine, Inc. position as of Q2 2018 after selling out during the quarter.
  • Ipswich Investment Management sold 9,650 Foundation Medicine, Inc. shares in Q2 2018, an estimated $760K.
  • Ipswich Investment Management first reported a position in Foundation Medicine, Inc. in Q3 2015 and held it in 11 quarters.
  • Ipswich Investment Management's Foundation Medicine, Inc. position peaked at $853K in Q4 2017.
  • 157 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q2 2018.

Based on Ipswich Investment Management's 13F filing for Q2 2018, filed 18 Jul 2018.