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Nelson Capital Management’s Fresenius Medical Care FMS Stock Holding History

Nelson Capital Management’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
2019
Q4 		– Sell
-35
Closed -$1K – 171
2019
Q3 		$1K Hold
35
– – ﹤0.01% 318
2019
Q2 		$1K Hold
35
– – ﹤0.01% 288
2019
Q1 		$1K Buy
+35
New +$1.3K ﹤0.01% 265

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TIM
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Royal Bank of Canada
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BNP Paribas Asset Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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Nelson Capital Management's FMS Position: Q4 2019 in Review

Nelson Capital Management sold out of Fresenius Medical Care (FMS) in Q4 2019, closing a stake of 35 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in FMS in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 171 funds tracked by Wall St. Rank hold FMS as of Q4 2019.

  • Nelson Capital Management reported no remaining Fresenius Medical Care position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 35 Fresenius Medical Care shares in Q4 2019, an estimated $1K.
  • Nelson Capital Management first reported a position in Fresenius Medical Care in Q1 2019 and held it in 3 quarters.
  • Nelson Capital Management's Fresenius Medical Care position peaked at $1K in Q3 2019.
  • 171 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.