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

Gupta 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
2016 Q1	–	Sell	-200	Closed	-$8K	–	1193
2015 Q4	$8K	Hold	200	–	–	﹤0.01%	933
2015 Q3	$8K	Sell	200 -734	-79%	-$29.9K	﹤0.01%	952
2015 Q2	$39K	Buy	+934	New	+$39.9K	0.01%	522

Other funds holding FMS

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

JFL

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

Gupta Wealth Management's FMS Position: Q1 2016 in Review

Gupta Wealth Management sold out of Fresenius Medical Care (FMS) in Q1 2016, closing a stake of 200 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in FMS in Q2 2015 and held it in 3 quarters. The position peaked at $39K in Q2 2015. 173 funds tracked by Wall St. Rank hold FMS as of Q1 2016.

Gupta Wealth Management reported no remaining Fresenius Medical Care position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 200 Fresenius Medical Care shares in Q1 2016, an estimated $8K.
Gupta Wealth Management first reported a position in Fresenius Medical Care in Q2 2015 and held it in 3 quarters.
Gupta Wealth Management's Fresenius Medical Care position peaked at $39K in Q2 2015.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.