Brinker Capital’s Fresenius Medical Care FMS Stock Holding History

Brinker Capital’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
2018 Q4	–	Sell	-4,635	Closed	-$238K	–	911
2018 Q3	$238K	Buy	4,635 +152	+3%	+$7.61K	0.01%	914
2018 Q2	$226K	Buy	+4,483	New	+$227K	0.01%	950

Other funds holding FMS

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

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

TIM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PPA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

JFL

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

Brinker Capital's FMS Position: Q4 2018 in Review

Brinker Capital sold out of Fresenius Medical Care (FMS) in Q4 2018, closing a stake of 4,635 shares — an estimated $238K sold.

Brinker Capital first reported a position in FMS in Q2 2018 and held it in 2 quarters. The position peaked at $238K in Q3 2018. 197 funds tracked by Wall St. Rank hold FMS as of Q4 2018.

Brinker Capital reported no remaining Fresenius Medical Care position as of Q4 2018 after selling out during the quarter.
Brinker Capital sold 4,635 Fresenius Medical Care shares in Q4 2018, an estimated $238K.
Brinker Capital first reported a position in Fresenius Medical Care in Q2 2018 and held it in 2 quarters.
Brinker Capital's Fresenius Medical Care position peaked at $238K in Q3 2018.
197 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2018.

Based on Brinker Capital's 13F filing for Q4 2018, filed 14 Feb 2019.