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Burt Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

Burt Wealth Advisors’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
-84
Closed -$3K – 687
2015
Q4 		$3K Buy
+84
New +$3.54K ﹤0.01% 428

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
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

Burt Wealth Advisors's FMS Position: Q1 2016 in Review

Burt Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q1 2016, closing a stake of 84 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in FMS in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 173 funds tracked by Wall St. Rank hold FMS as of Q1 2016.

  • Burt Wealth Advisors reported no remaining Fresenius Medical Care position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 84 Fresenius Medical Care shares in Q1 2016, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Fresenius Medical Care in Q4 2015 and held it in 1 quarter.
  • Burt Wealth Advisors's Fresenius Medical Care position peaked at $3K in Q4 2015.
  • 173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.