LPL Financial
FMI

LPL Financial’s Foundation Medicine, Inc. FMI Stock Holding History

LPL Financial’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
2016
Q2 		– Sell
-15,188
Closed -$266K – 3149
2016
Q1 		$266K Sell
15,188
-4,472
-23% -$72.1K ﹤0.01% 2607
2015
Q4 		$389K Buy
+19,660
New +$379K ﹤0.01% 2356

Other funds holding FMI

GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
MRM
Michael R. Murphy $255M AUM 0.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LPL Financial's FMI Position: Q2 2016 in Review

LPL Financial sold out of Foundation Medicine, Inc. (FMI) in Q2 2016, closing a stake of 15,188 shares — an estimated $266K sold.

LPL Financial first reported a position in FMI in Q4 2015 and held it in 2 quarters. The position peaked at $389K in Q4 2015. 92 funds tracked by Wall St. Rank hold FMI as of Q2 2016.

  • LPL Financial reported no remaining Foundation Medicine, Inc. position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 15,188 Foundation Medicine, Inc. shares in Q2 2016, an estimated $266K.
  • LPL Financial first reported a position in Foundation Medicine, Inc. in Q4 2015 and held it in 2 quarters.
  • LPL Financial's Foundation Medicine, Inc. position peaked at $389K in Q4 2015.
  • 92 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.