Boston Private Bank & Trust’s Fresenius Medical Care FMS Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$6K	Hold	141	–	–	﹤0.01%	876
2014 Q4	$5K	Hold	141	–	–	﹤0.01%	961
2014 Q3	$5K	Hold	141	–	–	﹤0.01%	944
2014 Q2	$5K	Hold	141	–	–	﹤0.01%	891
2014 Q1	$5K	Sell	141 -268	-66%	-$9.38K	﹤0.01%	920
2013 Q4	$15K	Buy	+409	New	+$13.7K	﹤0.01%	786

Other funds holding FMS

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

MAMU

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

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

TIM

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

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

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

JFL

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

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

MNA

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

Boston Private Bank & Trust's FMS Position: Q1 2015 in Review

Boston Private Bank & Trust held its Fresenius Medical Care (FMS) position steady in Q1 2015 at 141 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Boston Private Bank & Trust first reported a position in FMS in Q4 2013 and has held it in 6 quarters since. The position peaked at $15K in Q4 2013. 140 funds tracked by Wall St. Rank hold FMS as of Q1 2015.

Boston Private Bank & Trust held 141 shares of Fresenius Medical Care worth $6K as of Q1 2015.
Boston Private Bank & Trust left its Fresenius Medical Care share count unchanged in Q1 2015.
Fresenius Medical Care made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #876 holding.
Boston Private Bank & Trust first reported a position in Fresenius Medical Care in Q4 2013 and has held it in 6 quarters since.
Boston Private Bank & Trust's Fresenius Medical Care position peaked at $15K in Q4 2013.
140 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.