LTFS
FMS icon

Ladenburg Thalmann Financial Services’s Fresenius Medical Care FMS Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$71K Hold
1,910
– – ﹤0.01% 3279
2019
Q3 		$64K Buy
1,910
+57
+3% +$2.02K ﹤0.01% 3258
2019
Q2 		$73K Buy
1,853
+763
+70% +$30.2K ﹤0.01% 3199
2019
Q1 		$44K Sell
1,090
-911
-46% -$34K ﹤0.01% 3488
2018
Q4 		$65K Sell
2,001
-189
-9% -$7.63K ﹤0.01% 3063
2018
Q3 		$113K Sell
2,190
-242
-10% -$12.1K ﹤0.01% 2727
2018
Q2 		$124K Hold
2,432
– – ﹤0.01% 2623
2018
Q1 		$124K Buy
2,432
+327
+16% +$17.4K ﹤0.01% 2623
2017
Q4 		$111K Sell
2,105
-407
-16% -$20.2K ﹤0.01% 2654
2017
Q3 		$123K Sell
2,512
-534
-18% -$25.4K ﹤0.01% 2467
2017
Q2 		$147K Buy
3,046
+14
+0.5% +$645 ﹤0.01% 2251
2017
Q1 		$128K Buy
3,032
+192
+7% +$7.94K ﹤0.01% 2239
2016
Q4 		$121K Sell
2,840
-597
-17% -$24.4K ﹤0.01% 2170
2016
Q3 		$150K Buy
3,437
+362
+12% +$16.2K ﹤0.01% 1955
2016
Q2 		$134K Buy
3,075
+379
+14% +$16.3K ﹤0.01% 1946
2016
Q1 		$119K Buy
2,696
+1,949
+261% +$82.5K ﹤0.01% 1938
2015
Q4 		$31K Sell
747
-16
-2% -$674 ﹤0.01% 2912
2015
Q3 		$30K Sell
763
-14
-2% -$570 ﹤0.01% 2814
2015
Q2 		$32K Buy
777
+52
+7% +$2.22K ﹤0.01% 2898
2015
Q1 		$30K Buy
725
+68
+10% +$2.63K ﹤0.01% 2928
2014
Q4 		$24K Sell
657
-1
-0.2% -$36 ﹤0.01% 2867
2014
Q3 		$23K Sell
658
-265
-29% -$9.14K ﹤0.01% 2544
2014
Q2 		$31K Sell
923
-37
-4% -$1.23K ﹤0.01% 2326
2014
Q1 		$33K Sell
960
-100
-9% -$3.5K ﹤0.01% 2228
2013
Q4 		$38K Sell
1,060
-280
-21% -$9.39K ﹤0.01% 2105
2013
Q3 		$43K Buy
1,340
+265
+25% +$8.63K ﹤0.01% 1914
2013
Q2 		$38K Buy
+1,075
New +$37.4K ﹤0.01% 1898

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FMS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Fresenius Medical Care (FMS) position steady in Q4 2019 at 1,910 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #3279.

Ladenburg Thalmann Financial Services first reported a position in FMS in Q2 2013 and has held it in 27 quarters since. The position peaked at $150K in Q3 2016. 171 funds tracked by Wall St. Rank hold FMS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,910 shares of Fresenius Medical Care worth $71K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Fresenius Medical Care share count unchanged in Q4 2019.
  • Fresenius Medical Care made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3279 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Fresenius Medical Care position peaked at $150K in Q3 2016.
  • 171 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.