Intellectus Partners’s Fresenius Medical Care FMS Stock Holding History

Intellectus Partners’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
2019 Q2	–	Sell	-638	Closed	-$26K	–	262
2019 Q1	$26K	Hold	638	–	–	0.01%	296
2018 Q4	$21K	Hold	638	–	–	0.01%	176
2018 Q3	$33K	Hold	638	–	–	0.01%	381
2018 Q2	$32K	Hold	638	–	–	0.01%	381
2018 Q1	$33K	Hold	638	–	–	0.01%	382
2017 Q4	$34K	Hold	638	–	–	0.01%	380
2017 Q3	$31K	Sell	638 -214	-25%	-$10.2K	0.01%	469
2017 Q2	$41K	Buy	+852	New	+$39.2K	0.02%	403

Other funds holding FMS

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

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

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

BNP Paribas Asset Management

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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