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 Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Royal Bank of Canada

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

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

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

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