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

Alera 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
2019
Q2 		– Sell
-155
Closed -$6K – 411
2019
Q1 		$6K Buy
155
+133
+605% +$4.96K ﹤0.01% 590
2018
Q4 		$1K Buy
+22
New +$888 ﹤0.01% 905

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Alera Investment Advisors's FMS Position: Q2 2019 in Review

Alera Investment Advisors sold out of Fresenius Medical Care (FMS) in Q2 2019, closing a stake of 155 shares — an estimated $6K sold.

Alera Investment Advisors first reported a position in FMS in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 175 funds tracked by Wall St. Rank hold FMS as of Q2 2019.

  • Alera Investment Advisors reported no remaining Fresenius Medical Care position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 155 Fresenius Medical Care shares in Q2 2019, an estimated $6K.
  • Alera Investment Advisors first reported a position in Fresenius Medical Care in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Fresenius Medical Care position peaked at $6K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.