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Proficio Capital Partners’s Fresenius Medical Care FMS Stock Holding History

Proficio Capital Partners’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
-771
Closed -$25K – 1706
2018
Q4 		$25K Sell
771
-146
-16% -$5.89K 0.01% 474
2018
Q3 		$47K Sell
917
-120
-12% -$6.01K 0.02% 370
2018
Q2 		$52K Hold
1,037
– – 0.02% 344
2018
Q1 		$53K Sell
1,037
-143
-12% -$7.63K 0.02% 326
2017
Q4 		$62K Sell
1,180
-744
-39% -$37K 0.02% 300
2017
Q3 		$94K Hold
1,924
– – 0.04% 252
2017
Q2 		$89K Sell
1,924
-5
-0.3% -$230 0.04% 270
2017
Q1 		$88K Buy
1,929
+700
+57% +$28.9K 0.04% 268
2016
Q4 		$52K Buy
1,229
+93
+8% +$3.79K 0.02% 253
2016
Q3 		$50K Buy
1,136
+108
+11% +$4.83K 0.03% 274
2016
Q2 		$47K Buy
1,028
+73
+8% +$3.15K 0.03% 279
2016
Q1 		$42K Buy
955
+663
+227% +$28.1K 0.04% 237
2015
Q4 		$12K Buy
+292
New +$12.3K 0.01% 254

Other funds holding FMS

Morgan Stanley
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RG
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
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Proficio Capital Partners's FMS Position: Q1 2019 in Review

Proficio Capital Partners sold out of Fresenius Medical Care (FMS) in Q1 2019, closing a stake of 771 shares — an estimated $25K sold.

Proficio Capital Partners first reported a position in FMS in Q4 2015 and held it in 13 quarters. The position peaked at $94K in Q3 2017. 182 funds tracked by Wall St. Rank hold FMS as of Q1 2019.

  • Proficio Capital Partners reported no remaining Fresenius Medical Care position as of Q1 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 771 Fresenius Medical Care shares in Q1 2019, an estimated $25K.
  • Proficio Capital Partners first reported a position in Fresenius Medical Care in Q4 2015 and held it in 13 quarters.
  • Proficio Capital Partners's Fresenius Medical Care position peaked at $94K in Q3 2017.
  • 182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2019.

Based on Proficio Capital Partners's 13F filing for Q1 2019, filed 13 May 2019.