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 $1.89T AUM 35.08% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PPA

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

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JFL

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

Intellectus Partners's FMS Position: Q2 2019 in Review

Intellectus Partners sold out of Fresenius Medical Care (FMS) in Q2 2019, closing a stake of 638 shares — an estimated $26K sold.

Intellectus Partners first reported a position in FMS in Q2 2017 and held it in 8 quarters. The position peaked at $41K in Q2 2017. 175 funds tracked by Wall St. Rank hold FMS as of Q2 2019.

Intellectus Partners reported no remaining Fresenius Medical Care position as of Q2 2019 after selling out during the quarter.
Intellectus Partners sold 638 Fresenius Medical Care shares in Q2 2019, an estimated $26K.
Intellectus Partners first reported a position in Fresenius Medical Care in Q2 2017 and held it in 8 quarters.
Intellectus Partners's Fresenius Medical Care position peaked at $41K in Q2 2017.
175 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.