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Gratry & Company’s Fresenius Medical Care FMS Stock Holding History

Gratry & Company’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
2018
Q1 		$820K Sell
16,060
-2,945
-15% -$157K 1.14% 36
2017
Q4 		$999K Buy
+19,005
New +$944K 1.2% 34

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Gratry & Company's FMS Position: Q1 2018 in Review

Gratry & Company reduced its Fresenius Medical Care (FMS) stake by 15% in Q1 2018, selling an estimated $157K and leaving 16,060 shares worth $820K. The position accounts for 1.14% of the portfolio, ranked #36.

Gratry & Company first reported a position in FMS in Q4 2017 and has held it in 2 quarters since. The position peaked at $999K in Q4 2017. 233 funds tracked by Wall St. Rank hold FMS as of Q1 2018.

  • Gratry & Company held 16,060 shares of Fresenius Medical Care worth $820K as of Q1 2018.
  • Gratry & Company sold 2,945 Fresenius Medical Care shares in Q1 2018, an estimated $157K.
  • Fresenius Medical Care made up 1.14% of Gratry & Company's portfolio in Q1 2018, its #36 holding.
  • Gratry & Company first reported a position in Fresenius Medical Care in Q4 2017 and has held it in 2 quarters since.
  • Gratry & Company's Fresenius Medical Care position peaked at $999K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2018.

Based on Gratry & Company's 13F filing for Q1 2018, filed 23 Apr 2018.