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WealthPLAN Partners’s Fresenius Medical Care FMS Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-502
Closed -$22 – 1002
2016
Q2 		$22 Buy
+502
New +$21.6K ﹤0.01% 2477

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

WealthPLAN Partners's FMS Position: Q3 2016 in Review

WealthPLAN Partners sold out of Fresenius Medical Care (FMS) in Q3 2016, closing a stake of 502 shares — an estimated $22 sold.

WealthPLAN Partners first reported a position in FMS in Q2 2016 and held it in 1 quarter. The position peaked at $22 in Q2 2016. 182 funds tracked by Wall St. Rank hold FMS as of Q3 2016.

  • WealthPLAN Partners reported no remaining Fresenius Medical Care position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 502 Fresenius Medical Care shares in Q3 2016, an estimated $22.
  • WealthPLAN Partners first reported a position in Fresenius Medical Care in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Fresenius Medical Care position peaked at $22 in Q2 2016.
  • 182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.