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

Rockefeller Financial Services’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 Q4	$682K	Hold	10,000	–	–	0.01%	257
2017 Q3	$402K	Hold	10,000	–	–	0.01%	278
2017 Q2	$398K	Hold	10,000	–	–	0.01%	247
2017 Q1	$322K	Sell	10,000 -30,000	-75%	-$748K	0.01%	271
2016 Q4	$708K	Buy	+40,000	New	+$862K	0.01%	221
2015 Q2	–	Sell	-2,629	Closed	-$126K	–	520
2015 Q1	$126K	Hold	2,629	–	–	﹤0.01%	360
2014 Q4	$58K	Sell	2,629 -221	-8%	-$5.1K	﹤0.01%	380
2014 Q3	$54K	Buy	+2,850	New	+$68K	﹤0.01%	400
2014 Q2	–	Sell	-8,832	Closed	-$286K	–	652
2014 Q1	$286K	Buy	8,832 +320	+4%	+$10.4K	0.01%	309
2013 Q4	$203K	Buy	+8,512	New	+$238K	﹤0.01%	347

Other funds holding FMI

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCM

Hitchwood Capital Management New York $184M AUM 3.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Rockefeller Financial Services's FMI Position: Q4 2017 in Review

Rockefeller Financial Services held its Foundation Medicine, Inc. (FMI) position steady in Q4 2017 at 10,000 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #257.

Rockefeller Financial Services first reported a position in FMI in Q4 2013 and has held it in 10 quarters since. The position peaked at $708K in Q4 2016. 127 funds tracked by Wall St. Rank hold FMI as of Q4 2017.

Rockefeller Financial Services held 10,000 shares of Foundation Medicine, Inc. worth $682K as of Q4 2017.
Rockefeller Financial Services left its Foundation Medicine, Inc. share count unchanged in Q4 2017.
Foundation Medicine, Inc. made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #257 holding.
Rockefeller Financial Services first reported a position in Foundation Medicine, Inc. in Q4 2013 and has held it in 10 quarters since.
Rockefeller Financial Services's Foundation Medicine, Inc. position peaked at $708K in Q4 2016.
127 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.