Avestar Capital’s Fresenius Medical Care FMS Stock Holding History

Avestar Capital’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 Q3	–	Sell	-44	Closed	-$1K	–	414
2019 Q2	$1K	Buy	44 +18	+69%	+$713	﹤0.01%	751
2019 Q1	$0	Sell	26 -2,725	-99%	-$102K	﹤0.01%	883
2018 Q4	$73K	Sell	2,751 -986	-26%	-$39.8K	0.05%	216
2018 Q3	$174K	Buy	3,737 +597	+19%	+$29.9K	0.1%	133
2018 Q2	$142K	Buy	3,140 +247	+9%	+$12.5K	0.09%	155
2018 Q1	$132K	Buy	2,893 +437	+18%	+$23.3K	0.09%	135
2017 Q4	$115K	Buy	+2,456	New	+$122K	0.09%	138

Other funds holding FMS

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Avestar Capital's FMS Position: Q3 2019 in Review

Avestar Capital sold out of Fresenius Medical Care (FMS) in Q3 2019, closing a stake of 44 shares — an estimated $1K sold.

Avestar Capital first reported a position in FMS in Q4 2017 and held it in 7 quarters. The position peaked at $174K in Q3 2018. 161 funds tracked by Wall St. Rank hold FMS as of Q3 2019.

Avestar Capital reported no remaining Fresenius Medical Care position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 44 Fresenius Medical Care shares in Q3 2019, an estimated $1K.
Avestar Capital first reported a position in Fresenius Medical Care in Q4 2017 and held it in 7 quarters.
Avestar Capital's Fresenius Medical Care position peaked at $174K in Q3 2018.
161 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.