SIG
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Stanford Investment Group’s Fresenius Medical Care FMS Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-324
Closed -$14K – 99
2016
Q4 		$14K Hold
324
– – 0.01% 275
2016
Q3 		$14K Hold
324
– – 0.01% 284
2016
Q2 		$14K Hold
324
– – 0.01% 278
2016
Q1 		$14K Hold
324
– – 0.01% 272
2015
Q4 		$14K Hold
324
– – 0.01% 246
2015
Q3 		$13K Hold
324
– – 0.01% 254
2015
Q2 		$13K Hold
324
– – 0.01% 268
2015
Q1 		$13K Hold
324
– – 0.01% 268
2014
Q4 		$12K Buy
+324
New +$11.7K 0.01% 270

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Stanford Investment Group's FMS Position: Q1 2017 in Review

Stanford Investment Group sold out of Fresenius Medical Care (FMS) in Q1 2017, closing a stake of 324 shares — an estimated $14K sold.

Stanford Investment Group first reported a position in FMS in Q4 2014 and held it in 9 quarters. The position peaked at $14K in Q4 2016. 186 funds tracked by Wall St. Rank hold FMS as of Q1 2017.

  • Stanford Investment Group reported no remaining Fresenius Medical Care position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 324 Fresenius Medical Care shares in Q1 2017, an estimated $14K.
  • Stanford Investment Group first reported a position in Fresenius Medical Care in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Fresenius Medical Care position peaked at $14K in Q4 2016.
  • 186 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.