Frontier Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Frontier Wealth 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 Q4	–	Sell	-8,000	Closed	-$269K	–	311
2019 Q3	$269K	Hold	8,000	–	–	0.04%	257
2019 Q2	$314K	Hold	8,000	–	–	0.05%	238
2019 Q1	$324K	Hold	8,000	–	–	0.04%	266
2018 Q4	$259K	Hold	8,000	–	–	0.04%	289
2018 Q3	$411K	Hold	8,000	–	–	0.04%	256
2018 Q2	$403K	Hold	8,000	–	–	0.06%	245
2018 Q1	$409K	Hold	8,000	–	–	0.06%	252
2017 Q4	$420K	Hold	8,000	–	–	0.07%	225
2017 Q3	$391K	Hold	8,000	–	–	0.06%	263
2017 Q2	$387K	Hold	8,000	–	–	0.06%	259
2017 Q1	$337K	Hold	8,000	–	–	0.05%	286
2016 Q4	$338K	Hold	8,000	–	–	0.06%	262
2016 Q3	$350K	Hold	8,000	–	–	0.05%	252
2016 Q2	$349K	Hold	8,000	–	–	0.06%	259
2016 Q1	$353K	Hold	8,000	–	–	0.03%	238
2015 Q4	$335K	Hold	8,000	–	–	0.05%	239
2015 Q3	$312K	Sell	8,000 -475	-6%	-$19.3K	0.05%	251
2015 Q2	$352K	Buy	+8,475	New	+$362K	0.05%	237

Other funds holding FMS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 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

Frontier Wealth Management's FMS Position: Q4 2019 in Review

Frontier Wealth Management sold out of Fresenius Medical Care (FMS) in Q4 2019, closing a stake of 8,000 shares — an estimated $269K sold.

Frontier Wealth Management first reported a position in FMS in Q2 2015 and held it in 18 quarters. The position peaked at $420K in Q4 2017. 171 funds tracked by Wall St. Rank hold FMS as of Q4 2019.

Frontier Wealth Management reported no remaining Fresenius Medical Care position as of Q4 2019 after selling out during the quarter.
Frontier Wealth Management sold 8,000 Fresenius Medical Care shares in Q4 2019, an estimated $269K.
Frontier Wealth Management first reported a position in Fresenius Medical Care in Q2 2015 and held it in 18 quarters.
Frontier Wealth Management's Fresenius Medical Care position peaked at $420K in Q4 2017.
171 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2019.

Based on Frontier Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.