Wealthspire Advisors (Maryland)’s Foundation Medicine, Inc. FMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-960
Closed -$131K 2613
2018
Q2
$131K Sell
960
-695
-42% -$63.1K 0.01% 598
2018
Q1
$130K Sell
1,655
-465
-22% -$34.3K 0.01% 610
2017
Q4
$145K Hold
2,120
0.01% 587
2017
Q3
$85K Sell
2,120
-1,890
-47% -$72.9K 0.01% 777
2017
Q2
$159K Hold
4,010
0.02% 534
2017
Q1
$129K Hold
4,010
0.02% 511
2016
Q4
$71K Hold
4,010
0.01% 680
2016
Q3
$94K Buy
+4,010
New +$91K 0.01% 591

Wealthspire Advisors (Maryland)'s FMI Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Foundation Medicine, Inc. (FMI) in Q3 2018, closing a stake of 960 shares — an estimated $131K sold.

Wealthspire Advisors (Maryland) first reported a position in FMI in Q3 2016 and held it in 8 quarters. The position peaked at $159K in Q2 2017. 0 funds tracked by Wall St. Rank hold FMI as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Foundation Medicine, Inc. position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 960 Foundation Medicine, Inc. shares in Q3 2018, an estimated $131K.
  • Wealthspire Advisors (Maryland) first reported a position in Foundation Medicine, Inc. in Q3 2016 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Foundation Medicine, Inc. position peaked at $159K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.