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Lee Financial’s Fresenius Medical Care FMS Stock Holding History

Lee Financial’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
-129
Closed -$6K – 552
2018
Q2 		$6K Hold
129
– – ﹤0.01% 593
2018
Q1 		$7K Buy
+129
New +$6.88K ﹤0.01% 563
2017
Q1 		– Sell
-4,000
Closed -$169K – 415
2016
Q4 		$169K Buy
+4,000
New +$163K 0.09% 110

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

Lee Financial's FMS Position: Q3 2018 in Review

Lee Financial sold out of Fresenius Medical Care (FMS) in Q3 2018, closing a stake of 129 shares — an estimated $6K sold.

Lee Financial first reported a position in FMS in Q4 2016 and held it in 3 quarters. The position peaked at $169K in Q4 2016. 223 funds tracked by Wall St. Rank hold FMS as of Q3 2018.

  • Lee Financial reported no remaining Fresenius Medical Care position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 129 Fresenius Medical Care shares in Q3 2018, an estimated $6K.
  • Lee Financial first reported a position in Fresenius Medical Care in Q4 2016 and held it in 3 quarters.
  • Lee Financial's Fresenius Medical Care position peaked at $169K in Q4 2016.
  • 223 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.