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Credential Securities’s Fresenius Medical Care FMS Stock Holding History

Credential 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
2018
Q2 		$526K Sell
10,456
-780
-7% -$39.5K 0.12% 108
2018
Q1 		$574K Sell
11,236
-92
-0.8% -$4.91K 0.14% 112
2017
Q4 		$595K Buy
11,328
+79
+0.7% +$3.92K 0.14% 113
2017
Q3 		$550K Buy
+11,249
New +$535K 0.15% 115

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
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
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credential Securities's FMS Position: Q2 2018 in Review

Credential Securities reduced its Fresenius Medical Care (FMS) stake by 6.9% in Q2 2018, selling an estimated $39.5K and leaving 10,456 shares worth $526K. The position accounts for 0.12% of the portfolio, ranked #108.

Credential Securities first reported a position in FMS in Q3 2017 and has held it in 4 quarters since. The position peaked at $595K in Q4 2017. 226 funds tracked by Wall St. Rank hold FMS as of Q2 2018.

  • Credential Securities held 10,456 shares of Fresenius Medical Care worth $526K as of Q2 2018.
  • Credential Securities sold 780 Fresenius Medical Care shares in Q2 2018, an estimated $39.5K.
  • Fresenius Medical Care made up 0.12% of Credential Securities's portfolio in Q2 2018, its #108 holding.
  • Credential Securities first reported a position in Fresenius Medical Care in Q3 2017 and has held it in 4 quarters since.
  • Credential Securities's Fresenius Medical Care position peaked at $595K in Q4 2017.
  • 226 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.