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UBS’s Fresenius Medical Care FMS Stock Holding History

UBS’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
Q1 		– Sell
-3,800
Closed -$135K – 10539
2013
Q4 		$135K Sell
3,800
-600
-14% -$20.1K ﹤0.01% 5728
2013
Q3 		$142K Buy
+4,400
New +$143K ﹤0.01% 5597

Other funds holding FMS

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

UBS's FMS Position: Q3 2014 in Review

UBS increased its Fresenius Medical Care (FMS) stake by 0.74% in Q3 2014, buying an estimated $14.7K and bringing the position to 58,031 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

UBS first reported a position in FMS in Q2 2013 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold FMS as of Q3 2014.

  • UBS held 58,031 shares of Fresenius Medical Care worth $2.01M as of Q3 2014.
  • UBS bought 426 Fresenius Medical Care shares in Q3 2014, an estimated $14.7K.
  • Fresenius Medical Care made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2907 holding.
  • UBS first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 6 quarters since.
  • 130 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.