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Cornerstone Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-11,592
Closed -$240K – 624
2018
Q3 		$240K Sell
11,592
-2,210
-16% -$111K ﹤0.01% 1145
2018
Q2 		$276K Buy
+13,802
New +$700K ﹤0.01% 1224

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Cornerstone Wealth Management's FMS Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Fresenius Medical Care (FMS) in Q4 2018, closing a stake of 11,592 shares — an estimated $240K sold.

Cornerstone Wealth Management first reported a position in FMS in Q2 2018 and held it in 2 quarters. The position peaked at $276K in Q2 2018. 197 funds tracked by Wall St. Rank hold FMS as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Fresenius Medical Care position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 11,592 Fresenius Medical Care shares in Q4 2018, an estimated $240K.
  • Cornerstone Wealth Management first reported a position in Fresenius Medical Care in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Fresenius Medical Care position peaked at $276K in Q2 2018.
  • 197 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.