WealthTrust Axiom’s Fresenius Medical Care FMS Stock Holding History

WealthTrust Axiom’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 Q1	–	Sell	-4,324	Closed	-$227K	–	227
2017 Q4	$227K	Sell	4,324 -1,300	-23%	-$64.6K	0.08%	192
2017 Q3	$274K	Sell	5,624 -500	-8%	-$23.8K	0.1%	170
2017 Q2	$295K	Buy	6,124 +898	+17%	+$41.4K	0.11%	160
2017 Q1	$220K	Sell	5,226 -140	-3%	-$5.79K	0.08%	193
2016 Q4	$226K	Hold	5,366	–	–	0.08%	184
2016 Q3	$234K	Hold	5,366	–	–	0.09%	179
2016 Q2	$233K	Hold	5,366	–	–	0.09%	175
2016 Q1	$236K	Hold	5,366	–	–	0.09%	165
2015 Q4	$224K	Hold	5,366	–	–	0.09%	174
2015 Q3	$209K	Sell	5,366 -300	-5%	-$12.2K	0.09%	181
2015 Q2	$235K	Hold	5,666	–	–	0.09%	178
2015 Q1	$234K	Hold	5,666	–	–	0.08%	180
2014 Q4	$210K	Buy	+5,666	New	+$204K	0.07%	195
2014 Q1	–	Sell	-5,666	Closed	-$201K	–	211
2013 Q4	$201K	Buy	+5,666	New	+$190K	0.08%	169

Other funds holding FMS

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

JFL

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

WealthTrust Axiom's FMS Position: Q1 2018 in Review

WealthTrust Axiom sold out of Fresenius Medical Care (FMS) in Q1 2018, closing a stake of 4,324 shares — an estimated $227K sold.

WealthTrust Axiom first reported a position in FMS in Q4 2013 and held it in 14 quarters. The position peaked at $295K in Q2 2017. 233 funds tracked by Wall St. Rank hold FMS as of Q1 2018.

WealthTrust Axiom reported no remaining Fresenius Medical Care position as of Q1 2018 after selling out during the quarter.
WealthTrust Axiom sold 4,324 Fresenius Medical Care shares in Q1 2018, an estimated $227K.
WealthTrust Axiom first reported a position in Fresenius Medical Care in Q4 2013 and held it in 14 quarters.
WealthTrust Axiom's Fresenius Medical Care position peaked at $295K in Q2 2017.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2018.

Based on WealthTrust Axiom's 13F filing for Q1 2018, filed 1 May 2018.