Shikiar Asset Management’s Fresenius Medical Care FMS Stock Holding History

Shikiar Asset Management’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
2017 Q4	–	Sell	-5,000	Closed	-$244K	–	95
2017 Q3	$244K	Hold	5,000	–	–	0.11%	91
2017 Q2	$242K	Hold	5,000	–	–	0.1%	93
2017 Q1	$211K	Sell	5,000 -1,000	-17%	-$41.3K	0.1%	103
2016 Q4	$253K	Sell	6,000 -2,200	-27%	-$89.8K	0.11%	86
2016 Q3	$359K	Hold	8,200	–	–	0.16%	84
2016 Q2	$357K	Hold	8,200	–	–	0.16%	85
2016 Q1	$361K	Buy	+8,200	New	+$347K	0.17%	84

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JFL

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

Shikiar Asset Management's FMS Position: Q4 2017 in Review

Shikiar Asset Management sold out of Fresenius Medical Care (FMS) in Q4 2017, closing a stake of 5,000 shares — an estimated $244K sold.

Shikiar Asset Management first reported a position in FMS in Q1 2016 and held it in 7 quarters. The position peaked at $361K in Q1 2016. 220 funds tracked by Wall St. Rank hold FMS as of Q4 2017.

Shikiar Asset Management reported no remaining Fresenius Medical Care position as of Q4 2017 after selling out during the quarter.
Shikiar Asset Management sold 5,000 Fresenius Medical Care shares in Q4 2017, an estimated $244K.
Shikiar Asset Management first reported a position in Fresenius Medical Care in Q1 2016 and held it in 7 quarters.
Shikiar Asset Management's Fresenius Medical Care position peaked at $361K in Q1 2016.
220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2017.

Based on Shikiar Asset Management's 13F filing for Q4 2017, filed 26 Jan 2018.