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Duff & Phelps Investment Management’s Fresenius Medical Care FMS Stock Holding History

Duff & Phelps Investment 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
-35,141
Closed -$1.38M – 225
2019
Q2 		$1.38M Sell
35,141
-55,571
-61% -$2.2M 0.02% 180
2019
Q1 		$3.68M Buy
+90,712
New +$3.38M 0.06% 140

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TIM
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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

Duff & Phelps Investment Management's FMS Position: Q3 2019 in Review

Duff & Phelps Investment Management sold out of Fresenius Medical Care (FMS) in Q3 2019, closing a stake of 35,141 shares — an estimated $1.38M sold.

Duff & Phelps Investment Management first reported a position in FMS in Q1 2019 and held it in 2 quarters. The position peaked at $3.68M in Q1 2019. 161 funds tracked by Wall St. Rank hold FMS as of Q3 2019.

  • Duff & Phelps Investment Management reported no remaining Fresenius Medical Care position as of Q3 2019 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 35,141 Fresenius Medical Care shares in Q3 2019, an estimated $1.38M.
  • Duff & Phelps Investment Management first reported a position in Fresenius Medical Care in Q1 2019 and held it in 2 quarters.
  • Duff & Phelps Investment Management's Fresenius Medical Care position peaked at $3.68M in Q1 2019.
  • 161 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2019.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2019, filed 16 Oct 2019.