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

Destination 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
2019 Q3	–	Sell	-3,146	Closed	-$124K	–	257
2019 Q2	$124K	Hold	3,146	–	–	0.01%	164
2019 Q1	$128K	Hold	3,146	–	–	0.01%	165
2018 Q4	$102K	Hold	3,146	–	–	0.01%	180
2018 Q3	$162K	Hold	3,146	–	–	0.01%	170
2018 Q2	$158K	Buy	+3,146	New	+$160K	0.01%	151

Other funds holding FMS

Morgan Stanley New York $1.66T AUM 25.57% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

PPA

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Destination Wealth Management's FMS Position: Q3 2019 in Review

Destination Wealth Management sold out of Fresenius Medical Care (FMS) in Q3 2019, closing a stake of 3,146 shares — an estimated $124K sold.

Destination Wealth Management first reported a position in FMS in Q2 2018 and held it in 5 quarters. The position peaked at $162K in Q3 2018. 161 funds tracked by Wall St. Rank hold FMS as of Q3 2019.

Destination Wealth Management reported no remaining Fresenius Medical Care position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 3,146 Fresenius Medical Care shares in Q3 2019, an estimated $124K.
Destination Wealth Management first reported a position in Fresenius Medical Care in Q2 2018 and held it in 5 quarters.
Destination Wealth Management's Fresenius Medical Care position peaked at $162K in Q3 2018.
161 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.