Roundview Capital’s Fresenius Medical Care FMS Stock Holding History

Roundview Capital’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 Q1	–	Sell	-7,992	Closed	-$420K	–	220
2017 Q4	$420K	Sell	7,992 -100	-1%	-$4.97K	0.11%	171
2017 Q3	$396K	Hold	8,092	–	–	0.11%	170
2017 Q2	$391K	Buy	+8,092	New	+$373K	0.11%	169

Other funds holding FMS

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Roundview Capital's FMS Position: Q1 2018 in Review

Roundview Capital sold out of Fresenius Medical Care (FMS) in Q1 2018, closing a stake of 7,992 shares — an estimated $420K sold.

Roundview Capital first reported a position in FMS in Q2 2017 and held it in 3 quarters. The position peaked at $420K in Q4 2017. 233 funds tracked by Wall St. Rank hold FMS as of Q1 2018.

Roundview Capital reported no remaining Fresenius Medical Care position as of Q1 2018 after selling out during the quarter.
Roundview Capital sold 7,992 Fresenius Medical Care shares in Q1 2018, an estimated $420K.
Roundview Capital first reported a position in Fresenius Medical Care in Q2 2017 and held it in 3 quarters.
Roundview Capital's Fresenius Medical Care position peaked at $420K in Q4 2017.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2018.

Based on Roundview Capital's 13F filing for Q1 2018, filed 14 May 2018.