WA
FMI

Winfield Associates’s Foundation Medicine, Inc. FMI Stock Holding History

Winfield Associates’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
Q1 		– Sell
-300
Closed -$5K – 813
2016
Q4 		$5K Hold
300
– – ﹤0.01% 446
2016
Q3 		$7K Sell
300
-500
-63% -$11.4K ﹤0.01% 376
2016
Q2 		$15K Hold
800
– – 0.01% 285
2016
Q1 		$15K Hold
800
– – 0.01% 273
2015
Q4 		$17K Sell
800
-1,200
-60% -$23.1K 0.01% 224
2015
Q3 		$37K Sell
2,000
-600
-23% -$15K 0.03% 174
2015
Q2 		$88K Sell
2,600
-1,700
-40% -$68.4K 0.06% 140
2015
Q1 		$207K Buy
4,300
+1,000
+30% +$45.4K 0.15% 111
2014
Q4 		$73K Sell
3,300
-2,200
-40% -$50.8K 0.05% 147
2014
Q3 		$104K Buy
5,500
+200
+4% +$4.77K 0.08% 141
2014
Q2 		$142K Buy
5,300
+300
+6% +$7.61K 0.1% 138
2014
Q1 		$162K Buy
+5,000
New +$162K 0.13% 123

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
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Winfield Associates's FMI Position: Q1 2017 in Review

Winfield Associates sold out of Foundation Medicine, Inc. (FMI) in Q1 2017, closing a stake of 300 shares — an estimated $5K sold.

Winfield Associates first reported a position in FMI in Q1 2014 and held it in 12 quarters. The position peaked at $207K in Q1 2015. 93 funds tracked by Wall St. Rank hold FMI as of Q1 2017.

  • Winfield Associates reported no remaining Foundation Medicine, Inc. position as of Q1 2017 after selling out during the quarter.
  • Winfield Associates sold 300 Foundation Medicine, Inc. shares in Q1 2017, an estimated $5K.
  • Winfield Associates first reported a position in Foundation Medicine, Inc. in Q1 2014 and held it in 12 quarters.
  • Winfield Associates's Foundation Medicine, Inc. position peaked at $207K in Q1 2015.
  • 93 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q1 2017.

Based on Winfield Associates's 13F filing for Q1 2017, filed 10 May 2017.