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Epoch Investment Partners’s Fresenius Medical Care FMS Stock Holding History

Epoch Investment Partners’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
2013
Q4 		– Sell
-8,600
Closed -$278K – 263
2013
Q3 		$278K Sell
8,600
-840
-9% -$27.4K ﹤0.01% 264
2013
Q2 		$333K Buy
+9,440
New +$328K ﹤0.01% 253

Other funds holding FMS

TIM
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HL
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Epoch Investment Partners's FMS Position: Q4 2013 in Review

Epoch Investment Partners sold out of Fresenius Medical Care (FMS) in Q4 2013, closing a stake of 8,600 shares — an estimated $278K sold.

Epoch Investment Partners first reported a position in FMS in Q2 2013 and held it in 2 quarters. The position peaked at $333K in Q2 2013. 135 funds tracked by Wall St. Rank hold FMS as of Q4 2013.

  • Epoch Investment Partners reported no remaining Fresenius Medical Care position as of Q4 2013 after selling out during the quarter.
  • Epoch Investment Partners sold 8,600 Fresenius Medical Care shares in Q4 2013, an estimated $278K.
  • Epoch Investment Partners first reported a position in Fresenius Medical Care in Q2 2013 and held it in 2 quarters.
  • Epoch Investment Partners's Fresenius Medical Care position peaked at $333K in Q2 2013.
  • 135 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2013.

Based on Epoch Investment Partners's 13F filing for Q4 2013, filed 13 Feb 2014.