Biegel & Waller’s Fresenius Medical Care FMS Stock Holding History

Biegel & Waller’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	$269K	Hold	8,000	–	–	0.15%	60
2019 Q2	$314K	Hold	8,000	–	–	0.16%	58
2019 Q1	$324K	Hold	8,000	–	–	0.17%	54
2018 Q4	$259K	Hold	8,000	–	–	0.15%	57
2018 Q3	$411K	Hold	8,000	–	–	0.24%	40
2018 Q2	$403K	Hold	8,000	–	–	0.25%	36
2018 Q1	$409K	Hold	8,000	–	–	0.26%	28
2017 Q4	$420K	Hold	8,000	–	–	0.24%	31
2017 Q3	$391K	Hold	8,000	–	–	0.25%	28
2017 Q2	$387K	Hold	8,000	–	–	0.24%	32
2017 Q1	$337K	Hold	8,000	–	–	0.23%	27
2016 Q4	$326K	Buy	+8,000	New	+$326K	0.23%	29

Other funds holding FMS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $179B AUM 65.34% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Biegel & Waller's FMS Position: Q3 2019 in Review

Biegel & Waller held its Fresenius Medical Care (FMS) position steady in Q3 2019 at 8,000 shares worth $269K. The position accounts for 0.15% of the portfolio, ranked #60.

Biegel & Waller first reported a position in FMS in Q4 2016 and has held it in 12 quarters since. The position peaked at $420K in Q4 2017. 161 funds tracked by Wall St. Rank hold FMS as of Q3 2019.

Biegel & Waller held 8,000 shares of Fresenius Medical Care worth $269K as of Q3 2019.
Biegel & Waller left its Fresenius Medical Care share count unchanged in Q3 2019.
Fresenius Medical Care made up 0.15% of Biegel & Waller's portfolio in Q3 2019, its #60 holding.
Biegel & Waller first reported a position in Fresenius Medical Care in Q4 2016 and has held it in 12 quarters since.
Biegel & Waller's Fresenius Medical Care position peaked at $420K in Q4 2017.
161 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.