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

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Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Asset Management

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

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

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

SG Americas Securities

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return