Placemark Investments’s Fresenius Medical Care FMS Stock Holding History

Placemark 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
2014 Q4	$3.55M	Buy	95,717 +7,876	+9%	+$284K	0.06%	383
2014 Q3	$3.05M	Buy	87,841 +5,712	+7%	+$197K	0.06%	405
2014 Q2	$2.75M	Sell	82,129 -38,659	-32%	-$1.29M	0.05%	448
2014 Q1	$4.21M	Buy	120,788 +6,579	+6%	+$230K	0.08%	288
2013 Q4	$4.06M	Sell	114,209 -50,028	-30%	-$1.68M	0.07%	343
2013 Q3	$5.32M	Buy	164,237 +10,828	+7%	+$353K	0.1%	230
2013 Q2	$5.41M	Buy	+153,409	New	+$5.33M	0.12%	216

Other funds holding FMS

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Placemark Investments's FMS Position: Q4 2014 in Review

Placemark Investments increased its Fresenius Medical Care (FMS) stake by 9% in Q4 2014, buying an estimated $284K and bringing the position to 95,717 shares worth $3.55M. The position accounts for 0.06% of the portfolio, ranked #383.

Placemark Investments first reported a position in FMS in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.41M in Q2 2013. 143 funds tracked by Wall St. Rank hold FMS as of Q4 2014.

Placemark Investments held 95,717 shares of Fresenius Medical Care worth $3.55M as of Q4 2014.
Placemark Investments bought 7,876 Fresenius Medical Care shares in Q4 2014, an estimated $284K.
Fresenius Medical Care made up 0.06% of Placemark Investments's portfolio in Q4 2014, its #383 holding.
Placemark Investments first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Fresenius Medical Care position peaked at $5.41M in Q2 2013.
143 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.