Boston Financial Management’s Fresenius Medical Care FMS Stock Holding History

Boston Financial 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
2016 Q1	–	Sell	-27,326	Closed	-$1.14M	–	178
2015 Q4	$1.14M	Sell	27,326 -15,352	-36%	-$647K	0.16%	119
2015 Q3	$1.67M	Sell	42,678 -1,760	-4%	-$71.7K	0.24%	108
2015 Q2	$1.85M	Sell	44,438 -790	-2%	-$33.8K	0.24%	114
2015 Q1	$1.88M	Sell	45,228 -524	-1%	-$20.2K	0.23%	113
2014 Q4	$1.7M	Buy	45,752 +173	+0.4%	+$6.23K	0.21%	115
2014 Q3	$1.58M	Buy	45,579 +1,986	+5%	+$68.5K	0.21%	120
2014 Q2	$1.46M	Sell	43,593 -1,869	-4%	-$62.3K	0.19%	126
2014 Q1	$1.58M	Buy	45,462 +1,130	+3%	+$39.6K	0.21%	123
2013 Q4	$1.58M	Sell	44,332 -914	-2%	-$30.7K	0.22%	118
2013 Q3	$1.47M	Sell	45,246 -13,194	-23%	-$430K	0.22%	115
2013 Q2	$2.06M	Buy	+58,440	New	+$2.03M	0.32%	88

Other funds holding FMS

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

JFL

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

Boston Financial Management's FMS Position: Q1 2016 in Review

Boston Financial Management sold out of Fresenius Medical Care (FMS) in Q1 2016, closing a stake of 27,326 shares — an estimated $1.14M sold.

Boston Financial Management first reported a position in FMS in Q2 2013 and held it in 11 quarters. The position peaked at $2.06M in Q2 2013. 173 funds tracked by Wall St. Rank hold FMS as of Q1 2016.

Boston Financial Management reported no remaining Fresenius Medical Care position as of Q1 2016 after selling out during the quarter.
Boston Financial Management sold 27,326 Fresenius Medical Care shares in Q1 2016, an estimated $1.14M.
Boston Financial Management first reported a position in Fresenius Medical Care in Q2 2013 and held it in 11 quarters.
Boston Financial Management's Fresenius Medical Care position peaked at $2.06M in Q2 2013.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2016.

Based on Boston Financial Management's 13F filing for Q1 2016, filed 3 May 2016.