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Atria Investments’s Fresenius Medical Care FMS Stock Holding History

Atria Investments’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
2018
Q4 		– Sell
-5,501
Closed -$283K – 924
2018
Q3 		$283K Buy
+5,501
New +$275K 0.01% 791
2017
Q3 		– Sell
-5,569
Closed -$269K – 803
2017
Q2 		$269K Sell
5,569
-211
-4% -$9.72K 0.02% 603
2017
Q1 		$244K Sell
5,780
-6
-0.1% -$248 0.02% 583
2016
Q4 		$244K Buy
5,786
+448
+8% +$18.3K 0.02% 543
2016
Q3 		$234K Buy
+5,338
New +$239K 0.02% 464

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Atria Investments's FMS Position: Q4 2018 in Review

Atria Investments sold out of Fresenius Medical Care (FMS) in Q4 2018, closing a stake of 5,501 shares — an estimated $283K sold.

Atria Investments first reported a position in FMS in Q3 2016 and held it in 5 quarters. The position peaked at $283K in Q3 2018. 197 funds tracked by Wall St. Rank hold FMS as of Q4 2018.

  • Atria Investments reported no remaining Fresenius Medical Care position as of Q4 2018 after selling out during the quarter.
  • Atria Investments sold 5,501 Fresenius Medical Care shares in Q4 2018, an estimated $283K.
  • Atria Investments first reported a position in Fresenius Medical Care in Q3 2016 and held it in 5 quarters.
  • Atria Investments's Fresenius Medical Care position peaked at $283K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.