Convergence Investment Partners’s Fresenius Medical Care FMS Stock Holding History

Convergence Investment Partners’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
2018 Q2	–	Sell	-224	Closed	-$11K	–	525
2018 Q1	$11K	Buy	+224	New	+$11.9K	﹤0.01%	680
2014 Q1	–	Sell	-6,677	Closed	-$238K	–	391
2013 Q4	$238K	Sell	6,677 -1,179	-15%	-$39.5K	0.04%	342
2013 Q3	$254K	Sell	7,856 -2,576	-25%	-$83.9K	0.05%	258
2013 Q2	$368K	Buy	+10,432	New	+$363K	0.1%	226

Other funds holding FMS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Convergence Investment Partners's FMS Position: Q2 2018 in Review

Convergence Investment Partners sold out of Fresenius Medical Care (FMS) in Q2 2018, closing a stake of 224 shares — an estimated $11K sold.

Convergence Investment Partners first reported a position in FMS in Q2 2013 and held it in 4 quarters. The position peaked at $368K in Q2 2013. 226 funds tracked by Wall St. Rank hold FMS as of Q2 2018.

Convergence Investment Partners reported no remaining Fresenius Medical Care position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 224 Fresenius Medical Care shares in Q2 2018, an estimated $11K.
Convergence Investment Partners first reported a position in Fresenius Medical Care in Q2 2013 and held it in 4 quarters.
Convergence Investment Partners's Fresenius Medical Care position peaked at $368K in Q2 2013.
226 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.