Rockefeller Financial Services’s Foundation Medicine, Inc. FMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$966K | 0.01% | 271 |
|
|
2016
Q4 | $708K | Buy |
+40,000
| New | +$708K | 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% | -$4.88K | ﹤0.01% | 380 |
|
|
2014
Q3 | $54K | Buy |
+2,850
| New | +$54K | ﹤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 | +$203K | ﹤0.01% | 347 |
|