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Harvest Group Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Harvest Group 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
Q2 		– Sell
-711
Closed -$29K – 941
2019
Q1 		$29K Buy
+711
New +$26.5K 0.03% 123

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Harvest Group Wealth Management's FMS Position: Q2 2019 in Review

Harvest Group Wealth Management sold out of Fresenius Medical Care (FMS) in Q2 2019, closing a stake of 711 shares — an estimated $29K sold.

Harvest Group Wealth Management first reported a position in FMS in Q1 2019 and held it in 1 quarter. The position peaked at $29K in Q1 2019. 175 funds tracked by Wall St. Rank hold FMS as of Q2 2019.

  • Harvest Group Wealth Management reported no remaining Fresenius Medical Care position as of Q2 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 711 Fresenius Medical Care shares in Q2 2019, an estimated $29K.
  • Harvest Group Wealth Management first reported a position in Fresenius Medical Care in Q1 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Fresenius Medical Care position peaked at $29K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2019.

Based on Harvest Group Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.