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Wealthspire Advisors (Maryland)’s Fresenius Medical Care FMS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-288
Closed -$12K – 1009
2019
Q1 		$12K Buy
288
+112
+64% +$4.17K ﹤0.01% 1455
2018
Q4 		$6K Sell
176
-240
-58% -$9.69K ﹤0.01% 1652
2018
Q3 		$21K Buy
416
+58
+16% +$2.9K ﹤0.01% 1291
2018
Q2 		$18K Buy
358
+20
+6% +$1.01K ﹤0.01% 1349
2018
Q1 		$17K Buy
338
+18
+6% +$960 ﹤0.01% 1343
2017
Q4 		$17K Buy
320
+14
+5% +$696 ﹤0.01% 1373
2017
Q3 		$15K Buy
306
+46
+18% +$2.19K ﹤0.01% 1405
2017
Q2 		$13K Buy
260
+14
+6% +$645 ﹤0.01% 1431
2017
Q1 		$10K Sell
246
-3,080
-93% -$127K ﹤0.01% 1338
2016
Q4 		$140K Sell
3,326
-180
-5% -$7.34K 0.02% 477
2016
Q3 		$153K Hold
3,506
– – 0.02% 459
2016
Q2 		$153K Buy
3,506
+610
+21% +$26.3K 0.03% 435
2016
Q1 		$128K Buy
2,896
+2,820
+3,711% +$119K 0.02% 470
2015
Q4 		$3K Buy
+76
New +$3.2K ﹤0.01% 1455

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FMS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fresenius Medical Care (FMS) in Q2 2019, closing a stake of 288 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in FMS in Q4 2015 and held it in 14 quarters. The position peaked at $153K in Q3 2016. 175 funds tracked by Wall St. Rank hold FMS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Fresenius Medical Care position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 288 Fresenius Medical Care shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Fresenius Medical Care in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Fresenius Medical Care position peaked at $153K in Q3 2016.
  • 175 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.