Telemus Capital’s Fresenius Medical Care FMS Stock Holding History

Telemus Capital’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 Q4	–	Sell	-8,049	Closed	-$394K	–	600
2017 Q3	$394K	Sell	8,049 -2,388	-23%	-$114K	0.04%	240
2017 Q2	$504K	Buy	10,437 +283	+3%	+$13K	0.05%	230
2017 Q1	$428K	Buy	+10,154	New	+$420K	0.04%	243
2016 Q4	–	Sell	-6,070	Closed	-$266K	–	318
2016 Q3	$266K	Buy	6,070 +389	+7%	+$17.4K	0.03%	294
2016 Q2	$248K	Buy	5,681 +429	+8%	+$18.5K	0.03%	293
2016 Q1	$232K	Buy	+5,252	New	+$222K	0.04%	279

Other funds holding FMS

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

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

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

MAMU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JFL

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

Telemus Capital's FMS Position: Q4 2017 in Review

Telemus Capital sold out of Fresenius Medical Care (FMS) in Q4 2017, closing a stake of 8,049 shares — an estimated $394K sold.

Telemus Capital first reported a position in FMS in Q1 2016 and held it in 6 quarters. The position peaked at $504K in Q2 2017. 220 funds tracked by Wall St. Rank hold FMS as of Q4 2017.

Telemus Capital reported no remaining Fresenius Medical Care position as of Q4 2017 after selling out during the quarter.
Telemus Capital sold 8,049 Fresenius Medical Care shares in Q4 2017, an estimated $394K.
Telemus Capital first reported a position in Fresenius Medical Care in Q1 2016 and held it in 6 quarters.
Telemus Capital's Fresenius Medical Care position peaked at $504K in Q2 2017.
220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2017.

Based on Telemus Capital's 13F filing for Q4 2017, filed 2 Feb 2018.