Partnervest Advisory Services’s Fresenius Medical Care FMS Stock Holding History

Partnervest Advisory 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
2014 Q3	–	Sell	-236	Closed	-$8K	–	375
2014 Q2	$8K	Hold	236	–	–	﹤0.01%	724
2014 Q1	$8K	Hold	236	–	–	﹤0.01%	696
2013 Q4	$8K	Hold	236	–	–	﹤0.01%	676
2013 Q3	$8K	Buy	+236	New	+$7.68K	﹤0.01%	687

Other funds holding FMS

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JFL

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Partnervest Advisory Services's FMS Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Fresenius Medical Care (FMS) in Q3 2014, closing a stake of 236 shares — an estimated $8K sold.

Partnervest Advisory Services first reported a position in FMS in Q3 2013 and held it in 4 quarters. The position peaked at $8K in Q2 2014. 130 funds tracked by Wall St. Rank hold FMS as of Q3 2014.

Partnervest Advisory Services reported no remaining Fresenius Medical Care position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 236 Fresenius Medical Care shares in Q3 2014, an estimated $8K.
Partnervest Advisory Services first reported a position in Fresenius Medical Care in Q3 2013 and held it in 4 quarters.
Partnervest Advisory Services's Fresenius Medical Care position peaked at $8K in Q2 2014.
130 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.