Reilly Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

Reilly 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 Q4	–	Sell	-3,975	Closed	-$134K	–	889
2019 Q3	$134K	Hold	3,975	–	–	0.02%	219
2019 Q2	$156K	Sell	3,975 -125	-3%	-$4.95K	0.02%	203
2019 Q1	$166K	Hold	4,100	–	–	0.02%	187
2018 Q4	$133K	Hold	4,100	–	–	0.02%	203
2018 Q3	$211K	Hold	4,100	–	–	0.03%	171
2018 Q2	$206K	Hold	4,100	–	–	0.03%	167
2018 Q1	$209K	Sell	4,100 -396	-9%	-$21.1K	0.03%	162
2017 Q4	$236K	Hold	4,496	–	–	0.03%	156
2017 Q3	$220K	Hold	4,496	–	–	0.03%	148
2017 Q2	$217K	Hold	4,496	–	–	0.03%	152
2017 Q1	$189K	Hold	4,496	–	–	0.03%	152
2016 Q4	$190K	Hold	4,496	–	–	0.03%	150
2016 Q3	$197K	Hold	4,496	–	–	0.03%	142
2016 Q2	$196K	Hold	4,496	–	–	0.04%	140
2016 Q1	$198K	Hold	4,496	–	–	0.03%	180
2015 Q4	$188K	Hold	4,496	–	–	0.03%	185
2015 Q3	$175K	Hold	4,496	–	–	0.03%	187
2015 Q2	$187K	Sell	4,496 -200	-4%	-$8.54K	0.03%	191
2015 Q1	$195K	Hold	4,696	–	–	0.03%	178
2014 Q4	$174K	Hold	4,696	–	–	0.04%	144
2014 Q3	$163K	Hold	4,696	–	–	0.04%	141
2014 Q2	$156K	Hold	4,696	–	–	0.04%	139
2014 Q1	$164K	Sell	4,696 -840	-15%	-$29.4K	0.04%	129
2013 Q4	$197K	Hold	5,536	–	–	0.05%	107
2013 Q3	$181K	Hold	5,536	–	–	0.05%	107
2013 Q2	$178K	Buy	+5,536	New	+$192K	0.05%	106

Other funds holding FMS

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TIM

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

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

PPA

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

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

Reilly Financial Advisors's FMS Position: Q4 2019 in Review

Reilly Financial Advisors sold out of Fresenius Medical Care (FMS) in Q4 2019, closing a stake of 3,975 shares — an estimated $134K sold.

Reilly Financial Advisors first reported a position in FMS in Q2 2013 and held it in 26 quarters. The position peaked at $236K in Q4 2017. 171 funds tracked by Wall St. Rank hold FMS as of Q4 2019.

Reilly Financial Advisors reported no remaining Fresenius Medical Care position as of Q4 2019 after selling out during the quarter.
Reilly Financial Advisors sold 3,975 Fresenius Medical Care shares in Q4 2019, an estimated $134K.
Reilly Financial Advisors first reported a position in Fresenius Medical Care in Q2 2013 and held it in 26 quarters.
Reilly Financial Advisors's Fresenius Medical Care position peaked at $236K in Q4 2017.
171 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2019.

Based on Reilly Financial Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.