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

Doyle 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
-16
Closed -$1K – 383
2019
Q2 		$1K Buy
+16
New +$634 ﹤0.01% 815
2019
Q1 		– Sell
-16
Closed -$1K – 369
2018
Q4 		$1K Buy
+16
New +$646 ﹤0.01% 823

Other funds holding FMS

Morgan Stanley
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
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Northern Trust
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
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Doyle Wealth Management sold out of Fresenius Medical Care (FMS) in Q3 2019, closing a stake of 16 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in FMS in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 161 funds tracked by Wall St. Rank hold FMS as of Q3 2019.

  • Doyle Wealth Management reported no remaining Fresenius Medical Care position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 16 Fresenius Medical Care shares in Q3 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in Fresenius Medical Care in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Fresenius Medical Care position peaked at $1K in Q2 2019.
  • 161 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.