Credential Qtrade Securities’s Fresenius Medical Care FMS Stock Holding History

Credential Qtrade Securities’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	–	Sell	-214	Closed	-$9.26K	–	294
2020 Q2	$9.26K	Hold	214	–	–	﹤0.01%	254
2020 Q1	$7.02K	Sell	214 -521	-71%	-$19.4K	﹤0.01%	255
2019 Q4	$27.1K	Sell	735 -267	-27%	-$9.47K	﹤0.01%	235
2019 Q3	$33.7K	Hold	1,002	–	–	0.01%	216
2019 Q2	$39.4K	Sell	1,002 -225	-18%	-$8.91K	0.01%	218
2019 Q1	$49.7K	Sell	1,227 -243	-17%	-$9.06K	0.01%	216
2018 Q4	$47.6K	Sell	1,470 -10,950	-88%	-$442K	0.01%	218
2018 Q3	$639K	Buy	+12,420	New	+$622K	0.13%	106

Other funds holding FMS

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

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 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 New York $871B AUM 31.28% 1-Year Est. Return

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

Credential Qtrade Securities's FMS Position: Q3 2020 in Review

Credential Qtrade Securities sold out of Fresenius Medical Care (FMS) in Q3 2020, closing a stake of 214 shares — an estimated $9.26K sold.

Credential Qtrade Securities first reported a position in FMS in Q3 2018 and held it in 8 quarters. The position peaked at $639K in Q3 2018. 181 funds tracked by Wall St. Rank hold FMS as of Q3 2020.

Credential Qtrade Securities reported no remaining Fresenius Medical Care position as of Q3 2020 after selling out during the quarter.
Credential Qtrade Securities sold 214 Fresenius Medical Care shares in Q3 2020, an estimated $9.26K.
Credential Qtrade Securities first reported a position in Fresenius Medical Care in Q3 2018 and held it in 8 quarters.
Credential Qtrade Securities's Fresenius Medical Care position peaked at $639K in Q3 2018.
181 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2020.

Based on Credential Qtrade Securities's 13F filing for Q3 2020, filed 21 Jul 2025.