Israel Discount Bank of New York’s Fresenius Medical Care FMS Stock Holding History

Israel Discount Bank of New York’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	-1,185	Closed	-$48K	–	181
2019 Q1	$48K	Hold	1,185	–	–	0.03%	214
2018 Q4	$38K	Buy	1,185 +1,135	+2,270%	+$45.8K	0.03%	243
2018 Q3	$3K	Buy	+50	New	+$2.5K	﹤0.01%	408
2017 Q4	–	Sell	-1,250	Closed	-$61K	–	421
2017 Q3	$61K	Hold	1,250	–	–	0.05%	228
2017 Q2	$60K	Buy	1,250 +550	+79%	+$25.3K	0.05%	219
2017 Q1	$29K	Hold	700	–	–	0.02%	343
2016 Q4	$30K	Buy	+700	New	+$28.6K	0.03%	353

Other funds holding FMS

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

TIM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PPA

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

Israel Discount Bank of New York's FMS Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Fresenius Medical Care (FMS) in Q2 2019, closing a stake of 1,185 shares — an estimated $48K sold.

Israel Discount Bank of New York first reported a position in FMS in Q4 2016 and held it in 7 quarters. The position peaked at $61K in Q3 2017. 175 funds tracked by Wall St. Rank hold FMS as of Q2 2019.

Israel Discount Bank of New York reported no remaining Fresenius Medical Care position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 1,185 Fresenius Medical Care shares in Q2 2019, an estimated $48K.
Israel Discount Bank of New York first reported a position in Fresenius Medical Care in Q4 2016 and held it in 7 quarters.
Israel Discount Bank of New York's Fresenius Medical Care position peaked at $61K in Q3 2017.
175 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.