RIA
FMI

Regal Investment Advisors’s Foundation Medicine, Inc. FMI Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-100
Closed -$1K – 1002
2015
Q3 		$1K Hold
100
– – ﹤0.01% 1021
2015
Q2 		$3K Buy
+100
New +$4.02K ﹤0.01% 824
2015
Q1 		– Sell
-150
Closed -$3K – 1062
2014
Q4 		$3K Hold
150
– – ﹤0.01% 833
2014
Q3 		$3K Hold
150
– – ﹤0.01% 863
2014
Q2 		$4K Hold
150
– – ﹤0.01% 797
2014
Q1 		$5K Buy
+150
New +$4.88K ﹤0.01% 755

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's FMI Position: Q4 2015 in Review

Regal Investment Advisors sold out of Foundation Medicine, Inc. (FMI) in Q4 2015, closing a stake of 100 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in FMI in Q1 2014 and held it in 6 quarters. The position peaked at $5K in Q1 2014. 99 funds tracked by Wall St. Rank hold FMI as of Q4 2015.

  • Regal Investment Advisors reported no remaining Foundation Medicine, Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 100 Foundation Medicine, Inc. shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Foundation Medicine, Inc. in Q1 2014 and held it in 6 quarters.
  • Regal Investment Advisors's Foundation Medicine, Inc. position peaked at $5K in Q1 2014.
  • 99 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.