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Peachtree Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

Peachtree Investment 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
2015
Q3 		– Sell
-2,000
Closed -$83K – 157
2015
Q2 		$83K Hold
2,000
– – 0.06% 162
2015
Q1 		$83K Hold
2,000
– – 0.06% 171
2014
Q4 		$74K Hold
2,000
– – 0.05% 185
2014
Q3 		$69K Buy
+2,000
New +$69K 0.05% 185

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Peachtree Investment Advisors's FMS Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Fresenius Medical Care (FMS) in Q3 2015, closing a stake of 2,000 shares — an estimated $83K sold.

Peachtree Investment Advisors first reported a position in FMS in Q3 2014 and held it in 4 quarters. The position peaked at $83K in Q2 2015. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Fresenius Medical Care position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 2,000 Fresenius Medical Care shares in Q3 2015, an estimated $83K.
  • Peachtree Investment Advisors first reported a position in Fresenius Medical Care in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Fresenius Medical Care position peaked at $83K in Q2 2015.
  • 141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.