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Advisor Group’s Fresenius Medical Care FMS Stock Holding History

Advisor Group’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
2019
Q4 		$78K Sell
2,126
-231
-10% -$8.19K ﹤0.01% 3115
2019
Q3 		$79K Sell
2,357
-195
-8% -$6.91K ﹤0.01% 3067
2019
Q2 		$100K Sell
2,552
-2
-0.1% -$79 ﹤0.01% 2862
2019
Q1 		$103K Sell
2,554
-5,472
-68% -$204K ﹤0.01% 2830
2018
Q4 		$260K Sell
8,026
-160
-2% -$6.46K ﹤0.01% 1898
2018
Q3 		$421K Buy
8,186
+1,602
+24% +$80.2K ﹤0.01% 1591
2018
Q2 		$331K Buy
6,584
+487
+8% +$24.7K ﹤0.01% 1621
2018
Q1 		$311K Buy
6,097
+269
+5% +$14.3K ﹤0.01% 1666
2017
Q4 		$307K Sell
5,828
-3,355
-37% -$167K ﹤0.01% 1678
2017
Q3 		$449K Buy
9,183
+1,015
+12% +$48.3K 0.01% 1274
2017
Q2 		$394K Buy
8,168
+312
+4% +$14.4K 0.01% 1301
2017
Q1 		$331K Sell
7,856
-899
-10% -$37.2K 0.01% 1318
2016
Q4 		$370K Sell
8,755
-15
-0.2% -$612 0.01% 1176
2016
Q3 		$384K Buy
8,770
+672
+8% +$30.1K 0.01% 1121
2016
Q2 		$350K Buy
+8,098
New +$349K 0.01% 1108

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Advisor Group's FMS Position: Q4 2019 in Review

Advisor Group reduced its Fresenius Medical Care (FMS) stake by 9.8% in Q4 2019, selling an estimated $8.19K and leaving 2,126 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #3115.

Advisor Group first reported a position in FMS in Q2 2016 and has held it in 15 quarters since. The position peaked at $449K in Q3 2017. 171 funds tracked by Wall St. Rank hold FMS as of Q4 2019.

  • Advisor Group held 2,126 shares of Fresenius Medical Care worth $78K as of Q4 2019.
  • Advisor Group sold 231 Fresenius Medical Care shares in Q4 2019, an estimated $8.19K.
  • Fresenius Medical Care made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3115 holding.
  • Advisor Group first reported a position in Fresenius Medical Care in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Fresenius Medical Care position peaked at $449K in Q3 2017.
  • 171 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.