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1834 Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

1834 Investment Advisors’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6,498
Closed -$226K – 163
2014
Q1 		$226K Hold
6,498
– – 0.07% 142
2013
Q4 		$231K Hold
6,498
– – 0.07% 148
2013
Q3 		$210K Hold
6,498
– – 0.07% 146
2013
Q2 		$229K Buy
+6,498
New +$226K 0.08% 143

Other funds holding FMS

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

1834 Investment Advisors's FMS Position: Q2 2014 in Review

1834 Investment Advisors sold out of Fresenius Medical Care (FMS) in Q2 2014, closing a stake of 6,498 shares — an estimated $226K sold.

1834 Investment Advisors first reported a position in FMS in Q2 2013 and held it in 4 quarters. The position peaked at $231K in Q4 2013. 132 funds tracked by Wall St. Rank hold FMS as of Q2 2014.

  • 1834 Investment Advisors reported no remaining Fresenius Medical Care position as of Q2 2014 after selling out during the quarter.
  • 1834 Investment Advisors sold 6,498 Fresenius Medical Care shares in Q2 2014, an estimated $226K.
  • 1834 Investment Advisors first reported a position in Fresenius Medical Care in Q2 2013 and held it in 4 quarters.
  • 1834 Investment Advisors's Fresenius Medical Care position peaked at $231K in Q4 2013.
  • 132 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2014.

Based on 1834 Investment Advisors's 13F filing for Q2 2014, filed 6 Aug 2014.