WealthTrust-Arizona’s Fresenius Medical Care FMS Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$35K	Buy	1,080 +85	+9%	+$3.43K	0.02%	191
2018 Q3	$51K	Sell	995 -7	-0.7%	-$350	0.02%	158
2018 Q2	$50K	Sell	1,002 -75	-7%	-$3.8K	0.03%	151
2018 Q1	$55K	Hold	1,077	–	–	0.03%	145
2017 Q4	$57K	Hold	1,077	–	–	0.03%	152
2017 Q3	$53K	Buy	1,077 +24	+2%	+$1.14K	0.03%	154
2017 Q2	$51K	Hold	1,053	–	–	0.03%	155
2017 Q1	$44K	Sell	1,053 -46	-4%	-$1.9K	0.02%	171
2016 Q4	$46K	Sell	1,099 -25	-2%	-$1.02K	0.03%	161
2016 Q3	$49K	Buy	1,124 +354	+46%	+$15.8K	0.03%	143
2016 Q2	$34K	Hold	770	–	–	0.02%	180
2016 Q1	$34K	Buy	770 +7	+0.9%	+$296	0.02%	181
2015 Q4	$32K	Hold	763	–	–	0.02%	194
2015 Q3	$30K	Hold	763	–	–	0.02%	206
2015 Q2	$32K	Hold	763	–	–	0.02%	211
2015 Q1	$32K	Hold	763	–	–	0.02%	205
2014 Q4	$28K	Hold	763	–	–	0.02%	213
2014 Q3	$26K	Hold	763	–	–	0.03%	233
2014 Q2	$26K	Sell	763 -325	-30%	-$10.8K	0.03%	252
2014 Q1	$38K	Hold	1,088	–	–	0.04%	194
2013 Q4	$39K	Sell	1,088 -520	-32%	-$17.4K	0.05%	171
2013 Q3	$52K	Hold	1,608	–	–	0.07%	133
2013 Q2	$57K	Buy	+1,608	New	+$55.9K	0.08%	127

Other funds holding FMS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

WealthTrust-Arizona's FMS Position: Q4 2018 in Review

WealthTrust-Arizona increased its Fresenius Medical Care (FMS) stake by 8.5% in Q4 2018, buying an estimated $3.43K and bringing the position to 1,080 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #191.

WealthTrust-Arizona first reported a position in FMS in Q2 2013 and has held it in 23 quarters since. The position peaked at $57K in Q4 2017. 197 funds tracked by Wall St. Rank hold FMS as of Q4 2018.

WealthTrust-Arizona held 1,080 shares of Fresenius Medical Care worth $35K as of Q4 2018.
WealthTrust-Arizona bought 85 Fresenius Medical Care shares in Q4 2018, an estimated $3.43K.
Fresenius Medical Care made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #191 holding.
WealthTrust-Arizona first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Fresenius Medical Care position peaked at $57K in Q4 2017.
197 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.