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FineMark National Bank & Trust’s Fresenius Medical Care FMS Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-349
Closed -$15K – 594
2016
Q4 		$15K Sell
349
-137
-28% -$5.59K ﹤0.01% 867
2016
Q3 		$21K Buy
486
+119
+32% +$5.33K ﹤0.01% 803
2016
Q2 		$16K Hold
367
– – ﹤0.01% 861
2016
Q1 		$16K Buy
367
+8
+2% +$339 ﹤0.01% 815
2015
Q4 		$15K Sell
359
-16
-4% -$674 ﹤0.01% 870
2015
Q3 		$15K Sell
375
-145
-28% -$5.9K ﹤0.01% 908
2015
Q2 		$22K Buy
520
+85
+20% +$3.63K ﹤0.01% 863
2015
Q1 		$18K Sell
435
-41
-9% -$1.58K ﹤0.01% 898
2014
Q4 		$18K Sell
476
-33
-6% -$1.19K ﹤0.01% 929
2014
Q3 		$18K Buy
509
+184
+57% +$6.35K ﹤0.01% 908
2014
Q2 		$11K Sell
325
-45
-12% -$1.5K ﹤0.01% 1017
2014
Q1 		$13K Buy
370
+72
+24% +$2.52K ﹤0.01% 990
2013
Q4 		$11K Sell
298
-172
-37% -$5.77K ﹤0.01% 997
2013
Q3 		$15K Buy
470
+90
+24% +$2.93K ﹤0.01% 885
2013
Q2 		$13K Buy
+380
New +$13.2K ﹤0.01% 896

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

FineMark National Bank & Trust's FMS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Fresenius Medical Care (FMS) in Q1 2017, closing a stake of 349 shares — an estimated $15K sold.

FineMark National Bank & Trust first reported a position in FMS in Q2 2013 and held it in 15 quarters. The position peaked at $22K in Q2 2015. 186 funds tracked by Wall St. Rank hold FMS as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Fresenius Medical Care position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 349 Fresenius Medical Care shares in Q1 2017, an estimated $15K.
  • FineMark National Bank & Trust first reported a position in Fresenius Medical Care in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's Fresenius Medical Care position peaked at $22K in Q2 2015.
  • 186 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.