Wealthcare Capital Management’s Fresenius Medical Care FMS Stock Holding History

Wealthcare Capital 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
2020 Q1	–	Sell	-51	Closed	-$2K	–	401
2019 Q4	$2K	Buy	+51	New	+$1.81K	﹤0.01%	457

Other funds holding FMS

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

PPA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Wealthcare Capital Management's FMS Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Fresenius Medical Care (FMS) in Q1 2020, closing a stake of 51 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in FMS in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 177 funds tracked by Wall St. Rank hold FMS as of Q1 2020.

Wealthcare Capital Management reported no remaining Fresenius Medical Care position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 51 Fresenius Medical Care shares in Q1 2020, an estimated $2K.
Wealthcare Capital Management first reported a position in Fresenius Medical Care in Q4 2019 and held it in 1 quarter.
Wealthcare Capital Management's Fresenius Medical Care position peaked at $2K in Q4 2019.
177 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.