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B. Riley Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

B. Riley 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
-5
Closed – – 1066
2014
Q4 		$0 Buy
+5
New +$180 ﹤0.01% 3697
2014
Q3 		– Sell
-118
Closed -$3.97K – 1093
2014
Q2 		$3.97K Buy
+118
New +$3.94K ﹤0.01% 2108

Other funds holding FMS

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

B. Riley Wealth Advisors's FMS Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q1 2015, closing a stake of 5 shares.

B. Riley Wealth Advisors first reported a position in FMS in Q2 2014 and held it in 2 quarters. The position peaked at $3.97K in Q2 2014. 140 funds tracked by Wall St. Rank hold FMS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Fresenius Medical Care position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5 Fresenius Medical Care shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in Fresenius Medical Care in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Fresenius Medical Care position peaked at $3.97K in Q2 2014.
  • 140 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2015.

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