OWP
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Obermeyer Wealth Partners’s Fresenius Medical Care FMS Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-20
Closed -$1K – 147
2013
Q2 		$1K Buy
+20
New +$695 ﹤0.01% 353

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MAMU
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Northern Trust
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MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return

Obermeyer Wealth Partners's FMS Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Fresenius Medical Care (FMS) in Q3 2013, closing a stake of 20 shares — an estimated $1K sold.

Obermeyer Wealth Partners first reported a position in FMS in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 130 funds tracked by Wall St. Rank hold FMS as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Fresenius Medical Care position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 20 Fresenius Medical Care shares in Q3 2013, an estimated $1K.
  • Obermeyer Wealth Partners first reported a position in Fresenius Medical Care in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Fresenius Medical Care position peaked at $1K in Q2 2013.
  • 130 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.