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McKinley Carter Wealth Services’s Fresenius Medical Care FMS Stock Holding History

McKinley Carter Wealth 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
Q2 		– Sell
-808
Closed -$41K – 243
2018
Q1 		$41K Buy
+808
New +$43.1K 0.01% 278

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

McKinley Carter Wealth Services's FMS Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Fresenius Medical Care (FMS) in Q2 2018, closing a stake of 808 shares — an estimated $41K sold.

McKinley Carter Wealth Services first reported a position in FMS in Q1 2018 and held it in 1 quarter. The position peaked at $41K in Q1 2018. 225 funds tracked by Wall St. Rank hold FMS as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Fresenius Medical Care position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 808 Fresenius Medical Care shares in Q2 2018, an estimated $41K.
  • McKinley Carter Wealth Services first reported a position in Fresenius Medical Care in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Fresenius Medical Care position peaked at $41K in Q1 2018.
  • 225 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.