RPg Family Wealth Advisory’s Fresenius Medical Care FMS Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-286	Closed	-$12.6K	–	264
2016 Q1	$12.6K	Sell	286 -71	-20%	-$3.01K	0.01%	230
2015 Q4	$14.9K	Buy	+357	New	+$15K	0.01%	168

Other funds holding FMS

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

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

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

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

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

JFL

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

RPg Family Wealth Advisory's FMS Position: Q2 2016 in Review

RPg Family Wealth Advisory sold out of Fresenius Medical Care (FMS) in Q2 2016, closing a stake of 286 shares — an estimated $12.6K sold.

RPg Family Wealth Advisory first reported a position in FMS in Q4 2015 and held it in 2 quarters. The position peaked at $14.9K in Q4 2015. 170 funds tracked by Wall St. Rank hold FMS as of Q2 2016.

RPg Family Wealth Advisory reported no remaining Fresenius Medical Care position as of Q2 2016 after selling out during the quarter.
RPg Family Wealth Advisory sold 286 Fresenius Medical Care shares in Q2 2016, an estimated $12.6K.
RPg Family Wealth Advisory first reported a position in Fresenius Medical Care in Q4 2015 and held it in 2 quarters.
RPg Family Wealth Advisory's Fresenius Medical Care position peaked at $14.9K in Q4 2015.
170 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2016, filed 15 Aug 2016.