HCA
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Horan Capital Advisors’s Fresenius Medical Care FMS Stock Holding History

Horan Capital Advisors’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
2017
Q4 		– Sell
-316
Closed -$15K – 143
2017
Q3 		$15K Buy
+316
New +$15K 0.01% 238

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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Horan Capital Advisors's FMS Position: Q4 2017 in Review

Horan Capital Advisors sold out of Fresenius Medical Care (FMS) in Q4 2017, closing a stake of 316 shares — an estimated $15K sold.

Horan Capital Advisors first reported a position in FMS in Q3 2017 and held it in 1 quarter. The position peaked at $15K in Q3 2017. 220 funds tracked by Wall St. Rank hold FMS as of Q4 2017.

  • Horan Capital Advisors reported no remaining Fresenius Medical Care position as of Q4 2017 after selling out during the quarter.
  • Horan Capital Advisors sold 316 Fresenius Medical Care shares in Q4 2017, an estimated $15K.
  • Horan Capital Advisors first reported a position in Fresenius Medical Care in Q3 2017 and held it in 1 quarter.
  • Horan Capital Advisors's Fresenius Medical Care position peaked at $15K in Q3 2017.
  • 220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2017.

Based on Horan Capital Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.