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Calvert Investment Management’s Fresenius Medical Care FMS Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-14,673
Closed -$619K – 220
2016
Q4 		$619K Sell
14,673
-92
-0.6% -$3.75K 0.02% 494
2016
Q3 		$646K Sell
14,765
-1,066
-7% -$47.7K 0.02% 489
2016
Q2 		$690K Hold
15,831
– – 0.03% 430
2016
Q1 		$698K Hold
15,831
– – 0.03% 405
2015
Q4 		$662K Buy
+15,831
New +$667K 0.03% 388
2015
Q3 		– Sell
-18,828
Closed -$783K – 618
2015
Q2 		$783K Buy
18,828
+9,117
+94% +$390K 0.03% 282
2015
Q1 		$403K Hold
9,711
– – 0.03% 416
2014
Q4 		$361K Buy
9,711
+246
+3% +$8.87K 0.02% 415
2014
Q3 		$328K Sell
9,465
-8,831
-48% -$305K 0.02% 416
2014
Q2 		$613K Buy
18,296
+447
+3% +$14.9K 0.04% 212
2014
Q1 		$622K Sell
17,849
-281
-2% -$9.84K 0.04% 203
2013
Q4 		$645K Hold
18,130
– – 0.05% 204
2013
Q3 		$587K Hold
18,130
– – 0.07% 201
2013
Q2 		$639K Buy
+18,130
New +$630K 0.09% 179

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Calvert Investment Management's FMS Position: Q1 2017 in Review

Calvert Investment Management sold out of Fresenius Medical Care (FMS) in Q1 2017, closing a stake of 14,673 shares — an estimated $619K sold.

Calvert Investment Management first reported a position in FMS in Q2 2013 and held it in 14 quarters. The position peaked at $783K in Q2 2015. 186 funds tracked by Wall St. Rank hold FMS as of Q1 2017.

  • Calvert Investment Management reported no remaining Fresenius Medical Care position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 14,673 Fresenius Medical Care shares in Q1 2017, an estimated $619K.
  • Calvert Investment Management first reported a position in Fresenius Medical Care in Q2 2013 and held it in 14 quarters.
  • Calvert Investment Management's Fresenius Medical Care position peaked at $783K in Q2 2015.
  • 186 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.