HBK Sorce Advisory’s Fresenius Medical Care FMS Stock Holding History

HBK Sorce Advisory’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	-4,059	Closed	-$209K	–	398
2018 Q3	$209K	Buy	+4,059	New	+$203K	0.02%	369
2018 Q2	–	Sell	-5,208	Closed	-$266K	–	398
2018 Q1	$266K	Sell	5,208 -27	-0.5%	-$1.44K	0.03%	307
2017 Q4	$275K	Buy	+5,235	New	+$260K	0.03%	323

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

HBK Sorce Advisory's FMS Position: Q4 2018 in Review

HBK Sorce Advisory sold out of Fresenius Medical Care (FMS) in Q4 2018, closing a stake of 4,059 shares — an estimated $209K sold.

HBK Sorce Advisory first reported a position in FMS in Q4 2017 and held it in 3 quarters. The position peaked at $275K in Q4 2017. 197 funds tracked by Wall St. Rank hold FMS as of Q4 2018.

HBK Sorce Advisory reported no remaining Fresenius Medical Care position as of Q4 2018 after selling out during the quarter.
HBK Sorce Advisory sold 4,059 Fresenius Medical Care shares in Q4 2018, an estimated $209K.
HBK Sorce Advisory first reported a position in Fresenius Medical Care in Q4 2017 and held it in 3 quarters.
HBK Sorce Advisory's Fresenius Medical Care position peaked at $275K in Q4 2017.
197 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2018.

Based on HBK Sorce Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.