Independent Portfolio Consultants’s Fresenius Medical Care FMS Stock Holding History

Independent Portfolio Consultants’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 Q2	$296K	Sell	6,126 -1,149	-16%	-$52.9K	0.12%	240
2017 Q1	$306K	Sell	7,275 -890	-11%	-$36.8K	0.11%	273
2016 Q4	$345K	Sell	8,165 -60	-0.7%	-$2.45K	0.11%	250
2016 Q3	$360K	Buy	8,225 +2,070	+34%	+$92.7K	0.11%	262
2016 Q2	$268K	Buy	6,155 +130	+2%	+$5.6K	0.08%	281
2016 Q1	$266K	Buy	6,025 +215	+4%	+$9.1K	0.07%	301
2015 Q4	$243K	Sell	5,810 -12,200	-68%	-$514K	0.07%	309
2015 Q3	$703K	Buy	18,010 +14,390	+398%	+$586K	0.15%	189
2015 Q2	$151K	Buy	3,620 +1,465	+68%	+$62.6K	0.03%	417
2015 Q1	$89K	Buy	2,155 +1,520	+239%	+$58.7K	0.02%	503
2014 Q4	$24K	Sell	635 -7,115	-92%	-$256K	﹤0.01%	664
2014 Q3	$269K	Buy	+7,750	New	+$267K	0.07%	417

Other funds holding FMS

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Independent Portfolio Consultants's FMS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Fresenius Medical Care (FMS) stake by 16% in Q2 2017, selling an estimated $52.9K and leaving 6,126 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #240.

Independent Portfolio Consultants first reported a position in FMS in Q3 2014 and has held it in 12 quarters since. The position peaked at $703K in Q3 2015. 189 funds tracked by Wall St. Rank hold FMS as of Q2 2017.

Independent Portfolio Consultants held 6,126 shares of Fresenius Medical Care worth $296K as of Q2 2017.
Independent Portfolio Consultants sold 1,149 Fresenius Medical Care shares in Q2 2017, an estimated $52.9K.
Fresenius Medical Care made up 0.12% of Independent Portfolio Consultants's portfolio in Q2 2017, its #240 holding.
Independent Portfolio Consultants first reported a position in Fresenius Medical Care in Q3 2014 and has held it in 12 quarters since.
Independent Portfolio Consultants's Fresenius Medical Care position peaked at $703K in Q3 2015.
189 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.