BG
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Bahl & Gaynor’s Fresenius Medical Care FMS Stock Holding History

Bahl & Gaynor’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
2014
Q1 		– Sell
-6,600
Closed -$235K – 394
2013
Q4 		$235K Sell
6,600
-132
-2% -$4.43K ﹤0.01% 354
2013
Q3 		$218K Sell
6,732
-668
-9% -$21.8K ﹤0.01% 346
2013
Q2 		$261K Buy
+7,400
New +$257K ﹤0.01% 324

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
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
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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bahl & Gaynor's FMS Position: Q1 2014 in Review

Bahl & Gaynor sold out of Fresenius Medical Care (FMS) in Q1 2014, closing a stake of 6,600 shares — an estimated $235K sold.

Bahl & Gaynor first reported a position in FMS in Q2 2013 and held it in 3 quarters. The position peaked at $261K in Q2 2013. 127 funds tracked by Wall St. Rank hold FMS as of Q1 2014.

  • Bahl & Gaynor reported no remaining Fresenius Medical Care position as of Q1 2014 after selling out during the quarter.
  • Bahl & Gaynor sold 6,600 Fresenius Medical Care shares in Q1 2014, an estimated $235K.
  • Bahl & Gaynor first reported a position in Fresenius Medical Care in Q2 2013 and held it in 3 quarters.
  • Bahl & Gaynor's Fresenius Medical Care position peaked at $261K in Q2 2013.
  • 127 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2014.

Based on Bahl & Gaynor's 13F filing for Q1 2014, filed 20 May 2014.