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Symphony Asset Management’s Fresenius Medical Care FMS Stock Holding History

Symphony Asset Management’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
2014
Q4 		– Sell
-6,638
Closed -$231K – 412
2014
Q3 		$231K Hold
6,638
– – 0.02% 367
2014
Q2 		$223K Buy
+6,638
New +$221K 0.02% 395
2014
Q1 		– Sell
-16,042
Closed -$571K – 428
2013
Q4 		$571K Buy
+16,042
New +$538K 0.04% 267

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Symphony Asset Management's FMS Position: Q4 2014 in Review

Symphony Asset Management sold out of Fresenius Medical Care (FMS) in Q4 2014, closing a stake of 6,638 shares — an estimated $231K sold.

Symphony Asset Management first reported a position in FMS in Q4 2013 and held it in 3 quarters. The position peaked at $571K in Q4 2013. 143 funds tracked by Wall St. Rank hold FMS as of Q4 2014.

  • Symphony Asset Management reported no remaining Fresenius Medical Care position as of Q4 2014 after selling out during the quarter.
  • Symphony Asset Management sold 6,638 Fresenius Medical Care shares in Q4 2014, an estimated $231K.
  • Symphony Asset Management first reported a position in Fresenius Medical Care in Q4 2013 and held it in 3 quarters.
  • Symphony Asset Management's Fresenius Medical Care position peaked at $571K in Q4 2013.
  • 143 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2014.

Based on Symphony Asset Management's 13F filing for Q4 2014, filed 9 Feb 2015.