FM
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Forward Management’s Fresenius Medical Care FMS Stock Holding History

Forward 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
2013
Q3 		– Sell
-5,500
Closed -$196K – 369
2013
Q2 		$196K Buy
+5,500
New +$191K 0.02% 308

Other funds holding FMS

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return

Forward Management's FMS Position: Q3 2013 in Review

Forward Management sold out of Fresenius Medical Care (FMS) in Q3 2013, closing a stake of 5,500 shares — an estimated $196K sold.

Forward Management first reported a position in FMS in Q2 2013 and held it in 1 quarter. The position peaked at $196K in Q2 2013. 130 funds tracked by Wall St. Rank hold FMS as of Q3 2013.

  • Forward Management reported no remaining Fresenius Medical Care position as of Q3 2013 after selling out during the quarter.
  • Forward Management sold 5,500 Fresenius Medical Care shares in Q3 2013, an estimated $196K.
  • Forward Management first reported a position in Fresenius Medical Care in Q2 2013 and held it in 1 quarter.
  • Forward Management's Fresenius Medical Care position peaked at $196K in Q2 2013.
  • 130 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2013.

Based on Forward Management's 13F filing for Q3 2013, filed 6 Nov 2013.