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Robert N. Shapiro’s Fresenius Medical Care FMS Stock Holding History

Robert N. Shapiro’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 		$5K Hold
137
– – ﹤0.01% 752
2014
Q3 		$5K Hold
137
– – ﹤0.01% 750
2014
Q2 		$5K Sell
137
-54
-28% -$1.8K ﹤0.01% 683
2014
Q1 		$7K Hold
191
– – ﹤0.01% 652
2013
Q4 		$7K Sell
191
-97
-34% -$3.25K ﹤0.01% 659
2013
Q3 		$9K Hold
288
– – ﹤0.01% 854
2013
Q2 		$10K Buy
+288
New +$10K ﹤0.01% 783

Other funds holding FMS

HL
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Robert N. Shapiro's FMS Position: Q4 2014 in Review

Robert N. Shapiro held its Fresenius Medical Care (FMS) position steady in Q4 2014 at 137 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Robert N. Shapiro first reported a position in FMS in Q2 2013 and has held it in 7 quarters since. The position peaked at $10K in Q2 2013. 143 funds tracked by Wall St. Rank hold FMS as of Q4 2014.

  • Robert N. Shapiro held 137 shares of Fresenius Medical Care worth $5K as of Q4 2014.
  • Robert N. Shapiro left its Fresenius Medical Care share count unchanged in Q4 2014.
  • Fresenius Medical Care made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #752 holding.
  • Robert N. Shapiro first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Fresenius Medical Care position peaked at $10K in Q2 2013.
  • 143 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.