First Personal Financial Services’s Fresenius Medical Care FMS Stock Holding History

First Personal Financial Services’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	-186	Closed	-$7K	–	612
2019 Q2	$7K	Hold	186	–	–	﹤0.01%	543
2019 Q1	$8K	Sell	186 -22	-11%	-$820	﹤0.01%	524
2018 Q4	$7K	Buy	208 +21	+11%	+$848	﹤0.01%	511
2018 Q3	$10K	Buy	187 +165	+750%	+$8.26K	﹤0.01%	491
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	640
2018 Q1	$1K	Buy	+22	New	+$1.17K	﹤0.01%	1007
2017 Q1	–	Sell	-96,260	Closed	-$4.06M	–	894
2016 Q4	$4.06M	Buy	+96,260	New	+$3.93M	1.07%	29
2015 Q4	–	Sell	-28	Closed	-$2K	–	431
2015 Q3	$2K	Hold	28	–	–	﹤0.01%	388
2015 Q2	$2K	Hold	28	–	–	﹤0.01%	390
2015 Q1	$2K	Hold	28	–	–	﹤0.01%	434
2014 Q4	$1K	Buy	+28	New	+$1.01K	﹤0.01%	413

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

First Personal Financial Services's FMS Position: Q3 2019 in Review

First Personal Financial Services sold out of Fresenius Medical Care (FMS) in Q3 2019, closing a stake of 186 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in FMS in Q4 2014 and held it in 11 quarters. The position peaked at $4.06M in Q4 2016. 161 funds tracked by Wall St. Rank hold FMS as of Q3 2019.

First Personal Financial Services reported no remaining Fresenius Medical Care position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 186 Fresenius Medical Care shares in Q3 2019, an estimated $7K.
First Personal Financial Services first reported a position in Fresenius Medical Care in Q4 2014 and held it in 11 quarters.
First Personal Financial Services's Fresenius Medical Care position peaked at $4.06M in Q4 2016.
161 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.