Lake Street Advisors Group’s Fresenius Medical Care FMS Stock Holding History

Lake Street Advisors Group’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
2018 Q3	–	Sell	-4,871	Closed	-$245K	–	255
2018 Q2	$245K	Sell	4,871 -957	-16%	-$48.5K	0.02%	271
2018 Q1	$298K	Buy	5,828 +533	+10%	+$28.4K	0.03%	199
2017 Q4	$278K	Buy	+5,295	New	+$263K	0.03%	237

Other funds holding FMS

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

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

TIM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Lake Street Advisors Group's FMS Position: Q3 2018 in Review

Lake Street Advisors Group sold out of Fresenius Medical Care (FMS) in Q3 2018, closing a stake of 4,871 shares — an estimated $245K sold.

Lake Street Advisors Group first reported a position in FMS in Q4 2017 and held it in 3 quarters. The position peaked at $298K in Q1 2018. 223 funds tracked by Wall St. Rank hold FMS as of Q3 2018.

Lake Street Advisors Group reported no remaining Fresenius Medical Care position as of Q3 2018 after selling out during the quarter.
Lake Street Advisors Group sold 4,871 Fresenius Medical Care shares in Q3 2018, an estimated $245K.
Lake Street Advisors Group first reported a position in Fresenius Medical Care in Q4 2017 and held it in 3 quarters.
Lake Street Advisors Group's Fresenius Medical Care position peaked at $298K in Q1 2018.
223 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2018.

Based on Lake Street Advisors Group's 13F filing for Q3 2018, filed 14 Nov 2018.