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Badgley, Phelps & Bell’s Fresenius Medical Care FMS Stock Holding History

Badgley, Phelps & Bell’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
2013
Q3 		– Sell
-163,870
Closed -$5.78M – 153
2013
Q2 		$5.78M Buy
+163,870
New +$5.7M 0.68% 69

Other funds holding FMS

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return

Badgley, Phelps & Bell's FMS Position: Q3 2013 in Review

Badgley, Phelps & Bell sold out of Fresenius Medical Care (FMS) in Q3 2013, closing a stake of 163,870 shares — an estimated $5.78M sold.

Badgley, Phelps & Bell first reported a position in FMS in Q2 2013 and held it in 1 quarter. The position peaked at $5.78M in Q2 2013. 130 funds tracked by Wall St. Rank hold FMS as of Q3 2013.

  • Badgley, Phelps & Bell reported no remaining Fresenius Medical Care position as of Q3 2013 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 163,870 Fresenius Medical Care shares in Q3 2013, an estimated $5.78M.
  • Badgley, Phelps & Bell first reported a position in Fresenius Medical Care in Q2 2013 and held it in 1 quarter.
  • Badgley, Phelps & Bell's Fresenius Medical Care position peaked at $5.78M in Q2 2013.
  • 130 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2013.

Based on Badgley, Phelps & Bell's 13F filing for Q3 2013, filed 12 Nov 2013.