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SFMG Wealth Advisors’s FMC FMC Stock Holding History

SFMG Wealth Advisors’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-23,164
Closed -$786K – 105
2015
Q4 		$786K Sell
23,164
-1,020
-4% -$34.9K 0.18% 58
2015
Q3 		$711K Sell
24,184
-704
-3% -$27.3K 0.17% 60
2015
Q2 		$1.13M Sell
24,888
-31,597
-56% -$1.57M 0.25% 45
2015
Q1 		$2.81M Buy
56,485
+36,774
+187% +$1.92M 0.23% 42
2014
Q4 		$975K Buy
+19,711
New +$961K 0.22% 59

Other funds holding FMC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SFMG Wealth Advisors's FMC Position: Q1 2016 in Review

SFMG Wealth Advisors sold out of FMC (FMC) in Q1 2016, closing a stake of 23,164 shares — an estimated $786K sold.

SFMG Wealth Advisors first reported a position in FMC in Q4 2014 and held it in 5 quarters. The position peaked at $2.81M in Q1 2015. 368 funds tracked by Wall St. Rank hold FMC as of Q1 2016.

  • SFMG Wealth Advisors reported no remaining FMC position as of Q1 2016 after selling out during the quarter.
  • SFMG Wealth Advisors sold 23,164 FMC shares in Q1 2016, an estimated $786K.
  • SFMG Wealth Advisors first reported a position in FMC in Q4 2014 and held it in 5 quarters.
  • SFMG Wealth Advisors's FMC position peaked at $2.81M in Q1 2015.
  • 368 funds tracked by Wall St. Rank held FMC as of Q1 2016.

Based on SFMG Wealth Advisors's 13F filing for Q1 2016, filed 16 May 2016.