CFFP
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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.