CA
FMS icon

Calton & Associates’s Fresenius Medical Care FMS Stock Holding History

Calton & Associates’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
Q1 		– Sell
-100
Closed -$5K – 662
2017
Q4 		$5K Buy
+100
New +$4.97K ﹤0.01% 1244

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Calton & Associates's FMS Position: Q1 2018 in Review

Calton & Associates sold out of Fresenius Medical Care (FMS) in Q1 2018, closing a stake of 100 shares — an estimated $5K sold.

Calton & Associates first reported a position in FMS in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 233 funds tracked by Wall St. Rank hold FMS as of Q1 2018.

  • Calton & Associates reported no remaining Fresenius Medical Care position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 100 Fresenius Medical Care shares in Q1 2018, an estimated $5K.
  • Calton & Associates first reported a position in Fresenius Medical Care in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Fresenius Medical Care position peaked at $5K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.