Level Four Advisory Services’s Fresenius Medical Care FMS Stock Holding History

Level Four Advisory Services’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 Q4	–	Sell	-5,763	Closed	-$296K	–	545
2018 Q3	$296K	Sell	5,763 -14,580	-72%	-$730K	0.03%	465
2018 Q2	$1.02M	Sell	20,343 -1,153	-5%	-$58.5K	0.07%	235
2018 Q1	$1.1M	Buy	21,496 +830	+4%	+$44.3K	0.09%	220
2017 Q4	$1.09M	Buy	20,666 +1,545	+8%	+$76.8K	0.08%	217
2017 Q3	$935K	Buy	19,121 +12,589	+193%	+$599K	0.08%	231
2017 Q2	$271K	Sell	6,532 -4,902	-43%	-$226K	0.04%	398
2017 Q1	$478K	Buy	11,434 +58	+0.5%	+$2.4K	0.05%	332
2016 Q4	$480K	Buy	+11,376	New	+$464K	0.06%	281

Other funds holding FMS

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

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

PPA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Level Four Advisory Services's FMS Position: Q4 2018 in Review

Level Four Advisory Services sold out of Fresenius Medical Care (FMS) in Q4 2018, closing a stake of 5,763 shares — an estimated $296K sold.

Level Four Advisory Services first reported a position in FMS in Q4 2016 and held it in 8 quarters. The position peaked at $1.1M in Q1 2018. 197 funds tracked by Wall St. Rank hold FMS as of Q4 2018.

Level Four Advisory Services reported no remaining Fresenius Medical Care position as of Q4 2018 after selling out during the quarter.
Level Four Advisory Services sold 5,763 Fresenius Medical Care shares in Q4 2018, an estimated $296K.
Level Four Advisory Services first reported a position in Fresenius Medical Care in Q4 2016 and held it in 8 quarters.
Level Four Advisory Services's Fresenius Medical Care position peaked at $1.1M in Q1 2018.
197 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2018.

Based on Level Four Advisory Services's 13F filing for Q4 2018, filed 8 Feb 2019.