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Cornerstone Advisors (Washington)’s Fresenius Medical Care FMS Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$27K Buy
627
+93
+17% +$4.01K ﹤0.01% 342
2020
Q2 		$23K Buy
534
+171
+47% +$6.76K ﹤0.01% 362
2020
Q1 		$12K Buy
363
+209
+136% +$7.77K ﹤0.01% 396
2019
Q4 		$6K Buy
154
+49
+47% +$1.74K ﹤0.01% 479
2019
Q3 		$4K Sell
105
-151
-59% -$5.35K ﹤0.01% 502
2019
Q2 		$10K Buy
256
+47
+22% +$1.86K ﹤0.01% 778
2019
Q1 		$8K Buy
209
+141
+207% +$5.26K ﹤0.01% 760
2018
Q4 		$2K Sell
68
-128
-65% -$5.17K ﹤0.01% 882
2018
Q3 		$10K Buy
196
+61
+45% +$3.05K 0.01% 643
2018
Q2 		$7K Buy
135
+59
+78% +$2.99K ﹤0.01% 662
2018
Q1 		$4K Buy
76
+27
+55% +$1.44K ﹤0.01% 734
2017
Q4 		$3K Hold
49
– – ﹤0.01% 759
2017
Q3 		$2K Hold
49
– – ﹤0.01% 797
2017
Q2 		$2K Hold
49
– – ﹤0.01% 793
2017
Q1 		$2K Hold
49
– – ﹤0.01% 796
2016
Q4 		$2K Buy
+49
New +$2K ﹤0.01% 809
2014
Q2 		– Sell
-76
Closed -$3K – 669
2014
Q1 		$3K Sell
76
-312
-80% -$10.9K ﹤0.01% 318
2013
Q4 		$14K Hold
388
– – 0.02% 123
2013
Q3 		$13K Sell
388
-39
-9% -$1.27K 0.02% 121
2013
Q2 		$15K Buy
+427
New +$14.8K 0.04% 68

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Cornerstone Advisors (Washington)'s FMS Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Fresenius Medical Care (FMS) stake by 17% in Q3 2020, buying an estimated $4.01K and bringing the position to 627 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Cornerstone Advisors (Washington) first reported a position in FMS in Q2 2013 and has held it in 20 quarters since. 182 funds tracked by Wall St. Rank hold FMS as of Q3 2020.

  • Cornerstone Advisors (Washington) held 627 shares of Fresenius Medical Care worth $27K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 93 Fresenius Medical Care shares in Q3 2020, an estimated $4.01K.
  • Fresenius Medical Care made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #342 holding.
  • Cornerstone Advisors (Washington) first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 20 quarters since.
  • 182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.