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Legacy Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

Legacy Financial Advisors’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
Q1 		– Sell
-431
Closed -$14K – 1086
2018
Q4 		$14K Hold
431
– – 0.01% 480
2018
Q3 		$22K Hold
431
– – 0.01% 360
2018
Q2 		$21K Hold
431
– – 0.01% 367
2018
Q1 		$22K Hold
431
– – 0.01% 356
2017
Q4 		$22K Buy
+431
New +$21.4K 0.01% 351

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Legacy Financial Advisors's FMS Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Fresenius Medical Care (FMS) in Q1 2019, closing a stake of 431 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in FMS in Q4 2017 and held it in 5 quarters. The position peaked at $22K in Q3 2018. 182 funds tracked by Wall St. Rank hold FMS as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Fresenius Medical Care position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 431 Fresenius Medical Care shares in Q1 2019, an estimated $14K.
  • Legacy Financial Advisors first reported a position in Fresenius Medical Care in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Fresenius Medical Care position peaked at $22K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.