One Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

One Wealth 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	-4,994	Closed	-$257K	–	234
2018 Q3	$257K	Buy	4,994 +9	+0.2%	+$450	0.2%	101
2018 Q2	$251K	Sell	4,985 -150	-3%	-$7.61K	0.2%	101
2018 Q1	$262K	Buy	5,135 +60	+1%	+$3.2K	0.23%	84
2017 Q4	$267K	Buy	+5,075	New	+$252K	0.22%	79

Other funds holding FMS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

One Wealth Advisors's FMS Position: Q4 2018 in Review

One Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q4 2018, closing a stake of 4,994 shares — an estimated $257K sold.

One Wealth Advisors first reported a position in FMS in Q4 2017 and held it in 4 quarters. The position peaked at $267K in Q4 2017. 197 funds tracked by Wall St. Rank hold FMS as of Q4 2018.

One Wealth Advisors reported no remaining Fresenius Medical Care position as of Q4 2018 after selling out during the quarter.
One Wealth Advisors sold 4,994 Fresenius Medical Care shares in Q4 2018, an estimated $257K.
One Wealth Advisors first reported a position in Fresenius Medical Care in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's Fresenius Medical Care position peaked at $267K in Q4 2017.
197 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.