Capital Guardian Trust’s Fresenius Medical Care FMS Stock Holding History

Capital Guardian 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
2017 Q1	–	Sell	-130	Closed	-$5K	–	662
2016 Q4	$5K	Buy	+130	New	+$5.3K	﹤0.01%	622
2016 Q2	–	Sell	-209	Closed	-$9K	–	714
2016 Q1	$9K	Buy	+209	New	+$8.85K	﹤0.01%	610
2015 Q1	–	Sell	-41	Closed	-$2K	–	776
2014 Q4	$2K	Buy	+41	New	+$1.48K	﹤0.01%	513
2014 Q3	–	Sell	-382	Closed	-$13K	–	655
2014 Q2	$13K	Buy	+382	New	+$12.7K	﹤0.01%	462
2014 Q1	–	Sell	-642	Closed	-$23K	–	519
2013 Q4	$23K	Hold	642	–	–	﹤0.01%	434
2013 Q3	$21K	Hold	642	–	–	﹤0.01%	405
2013 Q2	$23K	Buy	+642	New	+$22.3K	﹤0.01%	373

Other funds holding FMS

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MAMU

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

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

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

Capital Guardian Trust's FMS Position: Q1 2017 in Review

Capital Guardian Trust sold out of Fresenius Medical Care (FMS) in Q1 2017, closing a stake of 130 shares — an estimated $5K sold.

Capital Guardian Trust first reported a position in FMS in Q2 2013 and held it in 7 quarters. The position peaked at $23K in Q4 2013. 186 funds tracked by Wall St. Rank hold FMS as of Q1 2017.

Capital Guardian Trust reported no remaining Fresenius Medical Care position as of Q1 2017 after selling out during the quarter.
Capital Guardian Trust sold 130 Fresenius Medical Care shares in Q1 2017, an estimated $5K.
Capital Guardian Trust first reported a position in Fresenius Medical Care in Q2 2013 and held it in 7 quarters.
Capital Guardian Trust's Fresenius Medical Care position peaked at $23K in Q4 2013.
186 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2017.

Based on Capital Guardian Trust's 13F filing for Q1 2017, filed 15 May 2017.