Shine Investment Advisory Services’s Fresenius Medical Care FMS Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$19K	Hold	458	–	–	0.01%	457
2020 Q2	$20K	Hold	458	–	–	0.01%	457
2020 Q1	$15K	Hold	458	–	–	0.01%	462
2019 Q4	$17K	Buy	458 +151	+49%	+$5.35K	0.01%	496
2019 Q3	$10K	Buy	+307	New	+$10.9K	﹤0.01%	552
2019 Q1	–	Sell	-192	Closed	-$6K	–	700
2018 Q4	$6K	Hold	192	–	–	﹤0.01%	589
2018 Q3	$10K	Hold	192	–	–	0.01%	519
2018 Q2	$10K	Hold	192	–	–	0.01%	521
2018 Q1	$10K	Hold	192	–	–	0.01%	527
2017 Q4	$10K	Hold	192	–	–	0.01%	529
2017 Q3	$9K	Hold	192	–	–	﹤0.01%	541
2017 Q2	$9K	Buy	+192	New	+$8.84K	﹤0.01%	535

Other funds holding FMS

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Shine Investment Advisory Services's FMS Position: Q3 2020 in Review

Shine Investment Advisory Services held its Fresenius Medical Care (FMS) position steady in Q3 2020 at 458 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #457.

Shine Investment Advisory Services first reported a position in FMS in Q2 2017 and has held it in 12 quarters since. The position peaked at $20K in Q2 2020. 182 funds tracked by Wall St. Rank hold FMS as of Q3 2020.

Shine Investment Advisory Services held 458 shares of Fresenius Medical Care worth $19K as of Q3 2020.
Shine Investment Advisory Services left its Fresenius Medical Care share count unchanged in Q3 2020.
Fresenius Medical Care made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #457 holding.
Shine Investment Advisory Services first reported a position in Fresenius Medical Care in Q2 2017 and has held it in 12 quarters since.
Shine Investment Advisory Services's Fresenius Medical Care position peaked at $20K in Q2 2020.
182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.