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MSI Financial Services’s Fresenius Medical Care FMS Stock Holding History

MSI Financial 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
2016
Q4 		$106K Buy
2,506
+1,575
+169% +$64.3K ﹤0.01% 1427
2016
Q3 		$41K Sell
931
-182
-16% -$8.15K ﹤0.01% 1937
2016
Q2 		$48K Buy
1,113
+43
+4% +$1.85K ﹤0.01% 1838
2016
Q1 		$47K Hold
1,070
– – ﹤0.01% 1767
2015
Q4 		$45K Buy
1,070
+109
+11% +$4.59K ﹤0.01% 1782
2015
Q3 		$37K Sell
961
-99
-9% -$4.03K ﹤0.01% 1370
2015
Q2 		$44K Sell
1,060
-25
-2% -$1.07K ﹤0.01% 1376
2015
Q1 		$45K Sell
1,085
-581
-35% -$22.4K ﹤0.01% 1359
2014
Q4 		$62K Buy
1,666
+853
+105% +$30.7K 0.01% 993
2014
Q3 		$28K Hold
813
– – ﹤0.01% 1354
2014
Q2 		$27K Buy
813
+151
+23% +$5.04K ﹤0.01% 1366
2014
Q1 		$23K Buy
662
+450
+212% +$15.8K ﹤0.01% 1371
2013
Q4 		$8K Buy
+212
New +$7.11K ﹤0.01% 1784
2013
Q3 		– Sell
-212
Closed -$7K – 2221
2013
Q2 		$7K Buy
+212
New +$7.37K ﹤0.01% 1681

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
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

MSI Financial Services's FMS Position: Q4 2016 in Review

MSI Financial Services increased its Fresenius Medical Care (FMS) stake by 169% in Q4 2016, buying an estimated $64.3K and bringing the position to 2,506 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

MSI Financial Services first reported a position in FMS in Q2 2013 and has held it in 14 quarters since. 185 funds tracked by Wall St. Rank hold FMS as of Q4 2016.

  • MSI Financial Services held 2,506 shares of Fresenius Medical Care worth $106K as of Q4 2016.
  • MSI Financial Services bought 1,575 Fresenius Medical Care shares in Q4 2016, an estimated $64.3K.
  • Fresenius Medical Care made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1427 holding.
  • MSI Financial Services first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 14 quarters since.
  • 185 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.