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Marietta Investment Partners’s Fresenius Medical Care FMS Stock Holding History

Marietta Investment Partners’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
-14,428
Closed -$632K – 142
2016
Q3 		$632K Hold
14,428
– – 0.21% 91
2016
Q2 		$629K Buy
14,428
+370
+3% +$15.9K 0.22% 82
2016
Q1 		$620K Buy
+14,058
New +$595K 0.26% 84

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CI
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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

Marietta Investment Partners's FMS Position: Q4 2016 in Review

Marietta Investment Partners sold out of Fresenius Medical Care (FMS) in Q4 2016, closing a stake of 14,428 shares — an estimated $632K sold.

Marietta Investment Partners first reported a position in FMS in Q1 2016 and held it in 3 quarters. The position peaked at $632K in Q3 2016. 185 funds tracked by Wall St. Rank hold FMS as of Q4 2016.

  • Marietta Investment Partners reported no remaining Fresenius Medical Care position as of Q4 2016 after selling out during the quarter.
  • Marietta Investment Partners sold 14,428 Fresenius Medical Care shares in Q4 2016, an estimated $632K.
  • Marietta Investment Partners first reported a position in Fresenius Medical Care in Q1 2016 and held it in 3 quarters.
  • Marietta Investment Partners's Fresenius Medical Care position peaked at $632K in Q3 2016.
  • 185 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2016.

Based on Marietta Investment Partners's 13F filing for Q4 2016, filed 14 Feb 2017.