MFW
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Mosaic Family Wealth’s Fresenius Medical Care FMS Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-499
Closed -$24K – 758
2017
Q3 		$24K Buy
+499
New +$23.7K 0.01% 447

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
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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Mosaic Family Wealth's FMS Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Fresenius Medical Care (FMS) in Q4 2017, closing a stake of 499 shares — an estimated $24K sold.

Mosaic Family Wealth first reported a position in FMS in Q3 2017 and held it in 1 quarter. The position peaked at $24K in Q3 2017. 220 funds tracked by Wall St. Rank hold FMS as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Fresenius Medical Care position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 499 Fresenius Medical Care shares in Q4 2017, an estimated $24K.
  • Mosaic Family Wealth first reported a position in Fresenius Medical Care in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Fresenius Medical Care position peaked at $24K in Q3 2017.
  • 220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.