Coastal Bridge Advisors’s Fresenius Medical Care FMS Stock Holding History

Coastal Bridge Advisors’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
2021 Q1	–	Sell	-4,827	Closed	-$201K	–	148
2020 Q4	$201K	Hold	4,827	–	–	0.04%	128
2020 Q3	$205K	Buy	4,827 +28	+0.6%	+$1.21K	0.06%	109
2020 Q2	$208K	Buy	+4,799	New	+$190K	0.07%	119
2018 Q4	–	Sell	-4,771	Closed	-$245K	–	136
2018 Q3	$245K	Hold	4,771	–	–	0.09%	106
2018 Q2	$240K	Buy	4,771 +19	+0.4%	+$963	0.1%	106
2018 Q1	$243K	Hold	4,752	–	–	0.09%	105
2017 Q4	$249K	Hold	4,752	–	–	0.08%	100
2017 Q3	$232K	Hold	4,752	–	–	0.08%	97
2017 Q2	$230K	Buy	+4,752	New	+$219K	0.08%	93
2017 Q1	–	Sell	-4,734	Closed	-$200K	–	92
2016 Q4	$200K	Hold	4,734	–	–	0.08%	80
2016 Q3	$207K	Hold	4,734	–	–	0.1%	58
2016 Q2	$206K	Buy	4,734 +18	+0.4%	+$776	0.11%	60
2016 Q1	$208K	Buy	+4,716	New	+$200K	0.15%	57

Other funds holding FMS

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TAM

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

Coastal Bridge Advisors's FMS Position: Q1 2021 in Review

Coastal Bridge Advisors sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 4,827 shares — an estimated $201K sold.

Coastal Bridge Advisors first reported a position in FMS in Q1 2016 and held it in 13 quarters. The position peaked at $249K in Q4 2017. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

Coastal Bridge Advisors reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
Coastal Bridge Advisors sold 4,827 Fresenius Medical Care shares in Q1 2021, an estimated $201K.
Coastal Bridge Advisors first reported a position in Fresenius Medical Care in Q1 2016 and held it in 13 quarters.
Coastal Bridge Advisors's Fresenius Medical Care position peaked at $249K in Q4 2017.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on Coastal Bridge Advisors's 13F filing for Q1 2021, filed 17 May 2021.