LAM
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Lebenthal Asset Management’s Fresenius Medical Care FMS Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-489
Closed -$21K – 438
2016
Q3 		$21K Buy
+489
New +$21.9K ﹤0.01% 597

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

Lebenthal Asset Management's FMS Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Fresenius Medical Care (FMS) in Q4 2016, closing a stake of 489 shares — an estimated $21K sold.

Lebenthal Asset Management first reported a position in FMS in Q3 2016 and held it in 1 quarter. The position peaked at $21K in Q3 2016. 185 funds tracked by Wall St. Rank hold FMS as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Fresenius Medical Care position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 489 Fresenius Medical Care shares in Q4 2016, an estimated $21K.
  • Lebenthal Asset Management first reported a position in Fresenius Medical Care in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Fresenius Medical Care position peaked at $21K in Q3 2016.
  • 185 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.