PWM
FMS icon

Perigon Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Perigon Wealth 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
2017
Q1 		– Sell
-216
Closed -$9K – 645
2016
Q4 		$9K Hold
216
– – ﹤0.01% 571
2016
Q3 		$9K Buy
+216
New +$9.67K ﹤0.01% 492

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Perigon Wealth Management's FMS Position: Q1 2017 in Review

Perigon Wealth Management sold out of Fresenius Medical Care (FMS) in Q1 2017, closing a stake of 216 shares — an estimated $9K sold.

Perigon Wealth Management first reported a position in FMS in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 186 funds tracked by Wall St. Rank hold FMS as of Q1 2017.

  • Perigon Wealth Management reported no remaining Fresenius Medical Care position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 216 Fresenius Medical Care shares in Q1 2017, an estimated $9K.
  • Perigon Wealth Management first reported a position in Fresenius Medical Care in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Fresenius Medical Care position peaked at $9K in Q4 2016.
  • 186 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.