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Washington Trust’s Fresenius Medical Care FMS Stock Holding History

Washington Trust’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
2020
Q4 		– Sell
-286
Closed -$12K – 1018
2020
Q3 		$12K Sell
286
-294
-51% -$12.7K ﹤0.01% 702
2020
Q2 		$25K Buy
+580
New +$22.9K ﹤0.01% 514

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Washington Trust's FMS Position: Q4 2020 in Review

Washington Trust sold out of Fresenius Medical Care (FMS) in Q4 2020, closing a stake of 286 shares — an estimated $12K sold.

Washington Trust first reported a position in FMS in Q2 2020 and held it in 2 quarters. The position peaked at $25K in Q2 2020. 178 funds tracked by Wall St. Rank hold FMS as of Q4 2020.

  • Washington Trust reported no remaining Fresenius Medical Care position as of Q4 2020 after selling out during the quarter.
  • Washington Trust sold 286 Fresenius Medical Care shares in Q4 2020, an estimated $12K.
  • Washington Trust first reported a position in Fresenius Medical Care in Q2 2020 and held it in 2 quarters.
  • Washington Trust's Fresenius Medical Care position peaked at $25K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2020.

Based on Washington Trust's 13F filing for Q4 2020, filed 9 Feb 2021.