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Intersect Capital’s Fresenius Medical Care FMS Stock Holding History

Intersect Capital’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
2015
Q1 		– Sell
-999
Closed -$13K – 448
2014
Q4 		$13K Buy
+999
New +$36K 0.01% 323

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Intersect Capital's FMS Position: Q1 2015 in Review

Intersect Capital sold out of Fresenius Medical Care (FMS) in Q1 2015, closing a stake of 999 shares — an estimated $13K sold.

Intersect Capital first reported a position in FMS in Q4 2014 and held it in 1 quarter. The position peaked at $13K in Q4 2014. 140 funds tracked by Wall St. Rank hold FMS as of Q1 2015.

  • Intersect Capital reported no remaining Fresenius Medical Care position as of Q1 2015 after selling out during the quarter.
  • Intersect Capital sold 999 Fresenius Medical Care shares in Q1 2015, an estimated $13K.
  • Intersect Capital first reported a position in Fresenius Medical Care in Q4 2014 and held it in 1 quarter.
  • Intersect Capital's Fresenius Medical Care position peaked at $13K in Q4 2014.
  • 140 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2015.

Based on Intersect Capital's 13F filing for Q1 2015, filed 11 May 2015.