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SVB Wealth’s Fresenius Medical Care FMS Stock Holding History

SVB Wealth’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
-6,760
Closed -$285K – 495
2016
Q4 		$285K Sell
6,760
-2,545
-27% -$104K 0.01% 418
2016
Q3 		$407K Sell
9,305
-3,364
-27% -$151K 0.02% 370
2016
Q2 		$552K Sell
12,669
-945
-7% -$40.7K 0.02% 324
2016
Q1 		$600K Buy
13,614
+610
+5% +$25.8K 0.02% 318
2015
Q4 		$544K Sell
13,004
-6,059
-32% -$255K 0.02% 363
2015
Q3 		$744K Buy
19,063
+2,654
+16% +$108K 0.03% 342
2015
Q2 		$682K Buy
16,409
+662
+4% +$28.3K 0.02% 379
2015
Q1 		$653K Buy
15,747
+271
+2% +$10.5K 0.02% 373
2014
Q4 		$575K Buy
+15,476
New +$558K 0.02% 383

Other funds holding FMS

Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Cambiar Investors
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
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

SVB Wealth's FMS Position: Q1 2017 in Review

SVB Wealth sold out of Fresenius Medical Care (FMS) in Q1 2017, closing a stake of 6,760 shares — an estimated $285K sold.

SVB Wealth first reported a position in FMS in Q4 2014 and held it in 9 quarters. The position peaked at $744K in Q3 2015. 186 funds tracked by Wall St. Rank hold FMS as of Q1 2017.

  • SVB Wealth reported no remaining Fresenius Medical Care position as of Q1 2017 after selling out during the quarter.
  • SVB Wealth sold 6,760 Fresenius Medical Care shares in Q1 2017, an estimated $285K.
  • SVB Wealth first reported a position in Fresenius Medical Care in Q4 2014 and held it in 9 quarters.
  • SVB Wealth's Fresenius Medical Care position peaked at $744K in Q3 2015.
  • 186 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2017.

Based on SVB Wealth's 13F filing for Q1 2017, filed 11 May 2017.