Guardian Capital (Canada)’s Fresenius Medical Care FMS Stock Holding History

Guardian Capital (Canada)’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 Q4	–	Sell	-185,300	Closed	-$9.53M	–	193
2018 Q3	$9.53M	Sell	185,300 -41,346	-18%	-$2.07M	0.16%	78
2018 Q2	$11.4M	Sell	226,646 -5,670	-2%	-$287K	0.19%	63
2018 Q1	$11.9M	Buy	232,316 +17,359	+8%	+$926K	0.2%	67
2017 Q4	$11.3M	Buy	214,957 +40,026	+23%	+$1.99M	0.17%	75
2017 Q3	$8.55M	Buy	+174,931	New	+$8.32M	0.13%	97

Other funds holding FMS

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Guardian Capital (Canada)'s FMS Position: Q4 2018 in Review

Guardian Capital (Canada) sold out of Fresenius Medical Care (FMS) in Q4 2018, closing a stake of 185,300 shares — an estimated $9.53M sold.

Guardian Capital (Canada) first reported a position in FMS in Q3 2017 and held it in 5 quarters. The position peaked at $11.9M in Q1 2018. 197 funds tracked by Wall St. Rank hold FMS as of Q4 2018.

Guardian Capital (Canada) reported no remaining Fresenius Medical Care position as of Q4 2018 after selling out during the quarter.
Guardian Capital (Canada) sold 185,300 Fresenius Medical Care shares in Q4 2018, an estimated $9.53M.
Guardian Capital (Canada) first reported a position in Fresenius Medical Care in Q3 2017 and held it in 5 quarters.
Guardian Capital (Canada)'s Fresenius Medical Care position peaked at $11.9M in Q1 2018.
197 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2018.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2018, filed 13 Feb 2019.