IFG Advisory’s Fresenius Medical Care FMS Stock Holding History

IFG 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
2021 Q1	–	Sell	-4,822	Closed	-$200K	–	478
2020 Q4	$200K	Buy	4,822 +22	+0.5%	+$917	0.03%	439
2020 Q3	$203K	Hold	4,800	–	–	0.03%	399
2020 Q2	$207K	Buy	+4,800	New	+$190K	0.04%	370

Other funds holding FMS

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

IFG Advisory's FMS Position: Q1 2021 in Review

IFG Advisory sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 4,822 shares — an estimated $200K sold.

IFG Advisory first reported a position in FMS in Q2 2020 and held it in 3 quarters. The position peaked at $207K in Q2 2020. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

IFG Advisory reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
IFG Advisory sold 4,822 Fresenius Medical Care shares in Q1 2021, an estimated $200K.
IFG Advisory first reported a position in Fresenius Medical Care in Q2 2020 and held it in 3 quarters.
IFG Advisory's Fresenius Medical Care position peaked at $207K in Q2 2020.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on IFG Advisory's 13F filing for Q1 2021, filed 19 Apr 2021.