LH
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Lebenthal Holdings’s Fresenius Medical Care FMS Stock Holding History

Lebenthal Holdings’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
Q2 		– Sell
-4,674
Closed -$206K – 364
2016
Q1 		$206K Buy
+4,674
New +$198K 0.04% 322

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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Lebenthal Holdings's FMS Position: Q2 2016 in Review

Lebenthal Holdings sold out of Fresenius Medical Care (FMS) in Q2 2016, closing a stake of 4,674 shares — an estimated $206K sold.

Lebenthal Holdings first reported a position in FMS in Q1 2016 and held it in 1 quarter. The position peaked at $206K in Q1 2016. 170 funds tracked by Wall St. Rank hold FMS as of Q2 2016.

  • Lebenthal Holdings reported no remaining Fresenius Medical Care position as of Q2 2016 after selling out during the quarter.
  • Lebenthal Holdings sold 4,674 Fresenius Medical Care shares in Q2 2016, an estimated $206K.
  • Lebenthal Holdings first reported a position in Fresenius Medical Care in Q1 2016 and held it in 1 quarter.
  • Lebenthal Holdings's Fresenius Medical Care position peaked at $206K in Q1 2016.
  • 170 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.