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Ropes Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

Ropes Wealth 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
2018
Q3 		– Sell
-52
Closed -$3K – 551
2018
Q2 		$3K Hold
52
– – ﹤0.01% 525
2018
Q1 		$3K Hold
52
– – ﹤0.01% 516
2017
Q4 		$3K Buy
+52
New +$2.58K ﹤0.01% 683

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

Ropes Wealth Advisors's FMS Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q3 2018, closing a stake of 52 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in FMS in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 223 funds tracked by Wall St. Rank hold FMS as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining Fresenius Medical Care position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 52 Fresenius Medical Care shares in Q3 2018, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in Fresenius Medical Care in Q4 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's Fresenius Medical Care position peaked at $3K in Q2 2018.
  • 223 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.