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Mount Yale Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-6,250
Closed -$270K – 480
2018
Q3 		$270K Buy
6,250
+2,429
+64% +$122K 0.05% 270
2018
Q2 		$192K Buy
+3,821
New +$194K 0.04% 309

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
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
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

Mount Yale Investment Advisors's FMS Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Fresenius Medical Care (FMS) in Q4 2018, closing a stake of 6,250 shares — an estimated $270K sold.

Mount Yale Investment Advisors first reported a position in FMS in Q2 2018 and held it in 2 quarters. The position peaked at $270K in Q3 2018. 197 funds tracked by Wall St. Rank hold FMS as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Fresenius Medical Care position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,250 Fresenius Medical Care shares in Q4 2018, an estimated $270K.
  • Mount Yale Investment Advisors first reported a position in Fresenius Medical Care in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Fresenius Medical Care position peaked at $270K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.