Bartlett & Co Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Bartlett & Co Wealth Management’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 Q2	–	Sell	-1,325	Closed	-$53.7K	–	786
2019 Q1	$53.7K	Hold	1,325	–	–	﹤0.01%	411
2018 Q4	$42.9K	Hold	1,325	–	–	﹤0.01%	433
2018 Q3	$68.1K	Buy	+1,325	New	+$66.3K	﹤0.01%	390

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PPA

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Bartlett & Co Wealth Management's FMS Position: Q2 2019 in Review

Bartlett & Co Wealth Management sold out of Fresenius Medical Care (FMS) in Q2 2019, closing a stake of 1,325 shares — an estimated $53.7K sold.

Bartlett & Co Wealth Management first reported a position in FMS in Q3 2018 and held it in 3 quarters. The position peaked at $68.1K in Q3 2018. 175 funds tracked by Wall St. Rank hold FMS as of Q2 2019.

Bartlett & Co Wealth Management reported no remaining Fresenius Medical Care position as of Q2 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,325 Fresenius Medical Care shares in Q2 2019, an estimated $53.7K.
Bartlett & Co Wealth Management first reported a position in Fresenius Medical Care in Q3 2018 and held it in 3 quarters.
Bartlett & Co Wealth Management's Fresenius Medical Care position peaked at $68.1K in Q3 2018.
175 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2019, filed 13 Feb 2024.