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Rushmore Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

Rushmore Investment 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
2013
Q2 		$527K Buy
+14,943
New +$520K 0.11% 145

Other funds holding FMS

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Rushmore Investment Advisors's FMS Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Fresenius Medical Care (FMS) in Q2 2013: 14,943 shares worth $527K. The stake represents 0.11% of the portfolio and ranks #145 among its holdings.

147 funds tracked by Wall St. Rank hold FMS as of Q2 2013.

  • Rushmore Investment Advisors held 14,943 shares of Fresenius Medical Care worth $527K as of Q2 2013.
  • Fresenius Medical Care was a new Rushmore Investment Advisors position in Q2 2013.
  • Fresenius Medical Care made up 0.11% of Rushmore Investment Advisors's portfolio in Q2 2013, its #145 holding.
  • 147 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.