NFG
FMI

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

Next Financial Group’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
2017
Q3 		– Sell
-1,400
Closed -$56K – 2021
2017
Q2 		$56K Buy
+1,400
New +$51.3K 0.01% 748

Other funds holding FMI

GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

Next Financial Group's FMI Position: Q3 2017 in Review

Next Financial Group sold out of Foundation Medicine, Inc. (FMI) in Q3 2017, closing a stake of 1,400 shares — an estimated $56K sold.

Next Financial Group first reported a position in FMI in Q2 2017 and held it in 1 quarter. The position peaked at $56K in Q2 2017. 97 funds tracked by Wall St. Rank hold FMI as of Q3 2017.

  • Next Financial Group reported no remaining Foundation Medicine, Inc. position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 1,400 Foundation Medicine, Inc. shares in Q3 2017, an estimated $56K.
  • Next Financial Group first reported a position in Foundation Medicine, Inc. in Q2 2017 and held it in 1 quarter.
  • Next Financial Group's Foundation Medicine, Inc. position peaked at $56K in Q2 2017.
  • 97 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.