Jacobi Capital Management’s Fresenius Medical Care FMS Stock Holding History

Jacobi Capital Management’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 Q1	–	Sell	-274	Closed	-$9K	–	1000
2018 Q4	$9K	Hold	274	–	–	﹤0.01%	671
2018 Q3	$14K	Hold	274	–	–	﹤0.01%	653
2018 Q2	$14K	Hold	274	–	–	﹤0.01%	655
2018 Q1	$14K	Buy	+274	New	+$14.6K	﹤0.01%	634

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TIM

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

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

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

Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

PPA

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

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

JFL

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Jacobi Capital Management's FMS Position: Q1 2019 in Review

Jacobi Capital Management sold out of Fresenius Medical Care (FMS) in Q1 2019, closing a stake of 274 shares — an estimated $9K sold.

Jacobi Capital Management first reported a position in FMS in Q1 2018 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 182 funds tracked by Wall St. Rank hold FMS as of Q1 2019.

Jacobi Capital Management reported no remaining Fresenius Medical Care position as of Q1 2019 after selling out during the quarter.
Jacobi Capital Management sold 274 Fresenius Medical Care shares in Q1 2019, an estimated $9K.
Jacobi Capital Management first reported a position in Fresenius Medical Care in Q1 2018 and held it in 4 quarters.
Jacobi Capital Management's Fresenius Medical Care position peaked at $14K in Q3 2018.
182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2019.

Based on Jacobi Capital Management's 13F filing for Q1 2019, filed 13 May 2019.