RCAMU
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Rothschild & Co Asset Management US’s Fresenius Medical Care FMS Stock Holding History

Rothschild & Co Asset Management US’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
2016
Q3 		– Sell
-7,806
Closed -$340K – 545
2016
Q2 		$340K Buy
+7,806
New +$336K 0.01% 535
2016
Q1 		– Sell
-5,021
Closed -$210K – 529
2015
Q4 		$210K Buy
+5,021
New +$212K ﹤0.01% 512

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Rothschild & Co Asset Management US's FMS Position: Q3 2016 in Review

Rothschild & Co Asset Management US sold out of Fresenius Medical Care (FMS) in Q3 2016, closing a stake of 7,806 shares — an estimated $340K sold.

Rothschild & Co Asset Management US first reported a position in FMS in Q4 2015 and held it in 2 quarters. The position peaked at $340K in Q2 2016. 181 funds tracked by Wall St. Rank hold FMS as of Q3 2016.

  • Rothschild & Co Asset Management US reported no remaining Fresenius Medical Care position as of Q3 2016 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 7,806 Fresenius Medical Care shares in Q3 2016, an estimated $340K.
  • Rothschild & Co Asset Management US first reported a position in Fresenius Medical Care in Q4 2015 and held it in 2 quarters.
  • Rothschild & Co Asset Management US's Fresenius Medical Care position peaked at $340K in Q2 2016.
  • 181 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2016.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2016, filed 28 Oct 2016.