Center for Financial Planning’s Fresenius Medical Care FMS Stock Holding History

Center for Financial Planning’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
2020 Q2	–	Sell	-62	Closed	-$2K	–	495
2020 Q1	$2K	Buy	+62	New	+$2.3K	﹤0.01%	491

Other funds holding FMS

Morgan Stanley New York $1.89T AUM 35.08% 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

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

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

PPA

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

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Center for Financial Planning's FMS Position: Q2 2020 in Review

Center for Financial Planning sold out of Fresenius Medical Care (FMS) in Q2 2020, closing a stake of 62 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in FMS in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 179 funds tracked by Wall St. Rank hold FMS as of Q2 2020.

Center for Financial Planning reported no remaining Fresenius Medical Care position as of Q2 2020 after selling out during the quarter.
Center for Financial Planning sold 62 Fresenius Medical Care shares in Q2 2020, an estimated $2K.
Center for Financial Planning first reported a position in Fresenius Medical Care in Q1 2020 and held it in 1 quarter.
Center for Financial Planning's Fresenius Medical Care position peaked at $2K in Q1 2020.
179 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.