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Pinnacle Summer Investments’s Fresenius Medical Care FMS Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-250
Closed -$10K – 860
2015
Q3 		$10K Buy
+250
New +$10.2K ﹤0.01% 750
2015
Q2 		– Sell
-250
Closed -$10K – 816
2015
Q1 		$10K Buy
+250
New +$9.66K ﹤0.01% 785
2013
Q3 		– Sell
-620
Closed -$22K – 950
2013
Q2 		$22K Buy
+620
New +$21.6K 0.01% 482

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 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
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
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Pinnacle Summer Investments's FMS Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Fresenius Medical Care (FMS) in Q4 2015, closing a stake of 250 shares — an estimated $10K sold.

Pinnacle Summer Investments first reported a position in FMS in Q2 2013 and held it in 3 quarters. The position peaked at $22K in Q2 2013. 148 funds tracked by Wall St. Rank hold FMS as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Fresenius Medical Care position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 250 Fresenius Medical Care shares in Q4 2015, an estimated $10K.
  • Pinnacle Summer Investments first reported a position in Fresenius Medical Care in Q2 2013 and held it in 3 quarters.
  • Pinnacle Summer Investments's Fresenius Medical Care position peaked at $22K in Q2 2013.
  • 148 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.