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Howe & Rusling’s Fresenius Medical Care FMS Stock Holding History

Howe & Rusling’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
-256
Closed -$13K – 855
2017
Q3 		$13K Hold
256
– – ﹤0.01% 438
2017
Q2 		$12K Hold
256
– – ﹤0.01% 441
2017
Q1 		$11K Hold
256
– – ﹤0.01% 469
2016
Q4 		$11K Hold
256
– – ﹤0.01% 474
2016
Q3 		$11K Hold
256
– – ﹤0.01% 483
2016
Q2 		$11K Hold
256
– – ﹤0.01% 465
2016
Q1 		$11K Buy
+256
New +$10.8K ﹤0.01% 504
2013
Q3 		– Sell
-1,554
Closed -$55K – 897
2013
Q2 		$55K Buy
+1,554
New +$54K 0.02% 318

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

Howe & Rusling's FMS Position: Q4 2017 in Review

Howe & Rusling sold out of Fresenius Medical Care (FMS) in Q4 2017, closing a stake of 256 shares — an estimated $13K sold.

Howe & Rusling first reported a position in FMS in Q2 2013 and held it in 8 quarters. The position peaked at $55K in Q2 2013. 220 funds tracked by Wall St. Rank hold FMS as of Q4 2017.

  • Howe & Rusling reported no remaining Fresenius Medical Care position as of Q4 2017 after selling out during the quarter.
  • Howe & Rusling sold 256 Fresenius Medical Care shares in Q4 2017, an estimated $13K.
  • Howe & Rusling first reported a position in Fresenius Medical Care in Q2 2013 and held it in 8 quarters.
  • Howe & Rusling's Fresenius Medical Care position peaked at $55K in Q2 2013.
  • 220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2017.

Based on Howe & Rusling's 13F filing for Q4 2017, filed 24 Jan 2018.