WT
FMI

Whittier Trust’s Foundation Medicine, Inc. FMI Stock Holding History

Whittier Trust’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
Q1 		– Sell
-44,685
Closed -$3.05M – 1367
2017
Q4 		$3.05M Buy
44,685
+725
+2% +$37.6K 0.11% 177
2017
Q3 		$1.77M Buy
43,960
+622
+1% +$24K 0.06% 227
2017
Q2 		$1.72M Buy
43,338
+1,285
+3% +$47.1K 0.07% 226
2017
Q1 		$1.36M Buy
42,053
+1,914
+5% +$47.7K 0.05% 240
2016
Q4 		$710K Buy
40,139
+222
+0.6% +$4.78K 0.03% 297
2016
Q3 		$932K Buy
39,917
+82
+0.2% +$1.86K 0.04% 268
2016
Q2 		$743K Buy
39,835
+483
+1% +$8.73K 0.03% 291
2016
Q1 		$715K Hold
39,352
– – 0.03% 301
2015
Q4 		$828K Buy
+39,352
New +$758K 0.04% 289

Other funds holding FMI

GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
HCM
Hitchwood Capital Management New York $184M AUM 3.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Whittier Trust's FMI Position: Q1 2018 in Review

Whittier Trust sold out of Foundation Medicine, Inc. (FMI) in Q1 2018, closing a stake of 44,685 shares — an estimated $3.05M sold.

Whittier Trust first reported a position in FMI in Q4 2015 and held it in 9 quarters. The position peaked at $3.05M in Q4 2017. 144 funds tracked by Wall St. Rank hold FMI as of Q1 2018.

  • Whittier Trust reported no remaining Foundation Medicine, Inc. position as of Q1 2018 after selling out during the quarter.
  • Whittier Trust sold 44,685 Foundation Medicine, Inc. shares in Q1 2018, an estimated $3.05M.
  • Whittier Trust first reported a position in Foundation Medicine, Inc. in Q4 2015 and held it in 9 quarters.
  • Whittier Trust's Foundation Medicine, Inc. position peaked at $3.05M in Q4 2017.
  • 144 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q1 2018.

Based on Whittier Trust's 13F filing for Q1 2018, filed 1 May 2018.