Plante Moran Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

Plante Moran Financial 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
2019 Q1	–	Sell	-28	Closed	-$1K	–	830
2018 Q4	$1K	Buy	+28	New	+$1.13K	﹤0.01%	794
2018 Q3	–	Sell	-1,150	Closed	-$58K	–	786
2018 Q2	$58K	Buy	1,150 +397	+53%	+$20.1K	0.03%	301
2018 Q1	$38K	Buy	753 +73	+11%	+$3.89K	0.02%	405
2017 Q4	$36K	Buy	+680	New	+$33.8K	0.02%	406

Other funds holding FMS

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

TIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

JFL

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Plante Moran Financial Advisors's FMS Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of Fresenius Medical Care (FMS) in Q1 2019, closing a stake of 28 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in FMS in Q4 2017 and held it in 4 quarters. The position peaked at $58K in Q2 2018. 182 funds tracked by Wall St. Rank hold FMS as of Q1 2019.

Plante Moran Financial Advisors reported no remaining Fresenius Medical Care position as of Q1 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 28 Fresenius Medical Care shares in Q1 2019, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Fresenius Medical Care in Q4 2017 and held it in 4 quarters.
Plante Moran Financial Advisors's Fresenius Medical Care position peaked at $58K in Q2 2018.
182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.