AmeriServ Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

AmeriServ Wealth 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
2015 Q1	–	Sell	-6,539	Closed	-$243K	–	104
2014 Q4	$243K	Sell	6,539 -250	-4%	-$9.01K	0.24%	104
2014 Q3	$236K	Sell	6,789 -600	-8%	-$20.7K	0.41%	91
2014 Q2	$247K	Hold	7,389	–	–	0.27%	99
2014 Q1	$258K	Sell	7,389 -175	-2%	-$6.13K	0.26%	103
2013 Q4	$269K	Sell	7,564 -1,812	-19%	-$60.8K	0.16%	150
2013 Q3	$304K	Hold	9,376	–	–	0.19%	132
2013 Q2	$331K	Buy	+9,376	New	+$326K	0.21%	128

Other funds holding FMS

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

AmeriServ Wealth Advisors's FMS Position: Q1 2015 in Review

AmeriServ Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q1 2015, closing a stake of 6,539 shares — an estimated $243K sold.

AmeriServ Wealth Advisors first reported a position in FMS in Q2 2013 and held it in 7 quarters. The position peaked at $331K in Q2 2013. 140 funds tracked by Wall St. Rank hold FMS as of Q1 2015.

AmeriServ Wealth Advisors reported no remaining Fresenius Medical Care position as of Q1 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 6,539 Fresenius Medical Care shares in Q1 2015, an estimated $243K.
AmeriServ Wealth Advisors first reported a position in Fresenius Medical Care in Q2 2013 and held it in 7 quarters.
AmeriServ Wealth Advisors's Fresenius Medical Care position peaked at $331K in Q2 2013.
140 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.