SWP
FMI

Stratos Wealth Partners’s Foundation Medicine, Inc. FMI Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-299
Closed -$24K – 3076
2018
Q1 		$24K Hold
299
– – ﹤0.01% 1957
2017
Q4 		$20K Buy
+299
New +$15.5K ﹤0.01% 1918

Other funds holding FMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Stratos Wealth Partners's FMI Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Foundation Medicine, Inc. (FMI) in Q2 2018, closing a stake of 299 shares — an estimated $24K sold.

Stratos Wealth Partners first reported a position in FMI in Q4 2017 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 157 funds tracked by Wall St. Rank hold FMI as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Foundation Medicine, Inc. position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 299 Foundation Medicine, Inc. shares in Q2 2018, an estimated $24K.
  • Stratos Wealth Partners first reported a position in Foundation Medicine, Inc. in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Foundation Medicine, Inc. position peaked at $24K in Q1 2018.
  • 157 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.