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Kanaly Trust’s Fresenius Medical Care FMS Stock Holding History

Kanaly Trust’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
2016
Q4 		$4K Buy
93
+28
+43% +$1.14K ﹤0.01% 695
2016
Q3 		$3K Hold
65
– – ﹤0.01% 722
2016
Q2 		$3K Hold
65
– – ﹤0.01% 707
2016
Q1 		$3K Sell
65
-4
-6% -$169 ﹤0.01% 707
2015
Q4 		$3K Sell
69
-2
-3% -$84 ﹤0.01% 730
2015
Q3 		$3K Hold
71
– – ﹤0.01% 713
2015
Q2 		$3K Buy
71
+29
+69% +$1.24K ﹤0.01% 712
2015
Q1 		$2K Hold
42
– – ﹤0.01% 611
2014
Q4 		$2K Hold
42
– – ﹤0.01% 625
2014
Q3 		$1K Hold
42
– – ﹤0.01% 777
2014
Q2 		$1K Buy
+42
New +$1.4K ﹤0.01% 679

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Kanaly Trust's FMS Position: Q4 2016 in Review

Kanaly Trust increased its Fresenius Medical Care (FMS) stake by 43% in Q4 2016, buying an estimated $1.14K and bringing the position to 93 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Kanaly Trust first reported a position in FMS in Q2 2014 and has held it in 11 quarters since. 185 funds tracked by Wall St. Rank hold FMS as of Q4 2016.

  • Kanaly Trust held 93 shares of Fresenius Medical Care worth $4K as of Q4 2016.
  • Kanaly Trust bought 28 Fresenius Medical Care shares in Q4 2016, an estimated $1.14K.
  • Fresenius Medical Care made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #695 holding.
  • Kanaly Trust first reported a position in Fresenius Medical Care in Q2 2014 and has held it in 11 quarters since.
  • 185 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.