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Simplicity Solutions’s Fresenius Medical Care FMS Stock Holding History

Simplicity Solutions’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
2018
Q1 		– Sell
-4,386
Closed -$230K – 383
2017
Q4 		$230K Sell
4,386
-862
-16% -$42.8K 0.02% 331
2017
Q3 		$257K Buy
5,248
+361
+7% +$17.2K 0.17% 167
2017
Q2 		$236K Buy
4,887
+137
+3% +$6.31K 0.03% 370
2017
Q1 		$200K Sell
4,750
-73
-2% -$3.02K 0.03% 385
2016
Q4 		$204K Buy
+4,823
New +$197K 0.05% 322

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Simplicity Solutions's FMS Position: Q1 2018 in Review

Simplicity Solutions sold out of Fresenius Medical Care (FMS) in Q1 2018, closing a stake of 4,386 shares — an estimated $230K sold.

Simplicity Solutions first reported a position in FMS in Q4 2016 and held it in 5 quarters. The position peaked at $257K in Q3 2017. 233 funds tracked by Wall St. Rank hold FMS as of Q1 2018.

  • Simplicity Solutions reported no remaining Fresenius Medical Care position as of Q1 2018 after selling out during the quarter.
  • Simplicity Solutions sold 4,386 Fresenius Medical Care shares in Q1 2018, an estimated $230K.
  • Simplicity Solutions first reported a position in Fresenius Medical Care in Q4 2016 and held it in 5 quarters.
  • Simplicity Solutions's Fresenius Medical Care position peaked at $257K in Q3 2017.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2018.

Based on Simplicity Solutions's 13F filing for Q1 2018, filed 8 May 2018.