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Whitnell & Co’s Fresenius Medical Care FMS Stock Holding History

Whitnell & Co’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
Q3 		– Sell
-21
Closed -$1K – 287
2018
Q2 		$1K Hold
21
– – ﹤0.01% 354
2018
Q1 		$1K Hold
21
– – ﹤0.01% 394
2017
Q4 		$1K Buy
+21
New +$1.04K ﹤0.01% 349
2017
Q1 		– Sell
-54
Closed -$2K – 298
2016
Q4 		$2K Hold
54
– – ﹤0.01% 378
2016
Q3 		$2K Hold
54
– – ﹤0.01% 359
2016
Q2 		$2K Sell
54
-74
-58% -$3.19K ﹤0.01% 362
2016
Q1 		$6K Buy
128
+74
+137% +$3.13K ﹤0.01% 273
2015
Q4 		$2K Hold
54
– – ﹤0.01% 355
2015
Q3 		$2K Buy
+54
New +$2.2K ﹤0.01% 344
2013
Q3 		– Sell
-333
Closed -$12K – 304
2013
Q2 		$12K Buy
+333
New +$11.6K 0.01% 264

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

Whitnell & Co's FMS Position: Q3 2018 in Review

Whitnell & Co sold out of Fresenius Medical Care (FMS) in Q3 2018, closing a stake of 21 shares — an estimated $1K sold.

Whitnell & Co first reported a position in FMS in Q2 2013 and held it in 10 quarters. The position peaked at $12K in Q2 2013. 223 funds tracked by Wall St. Rank hold FMS as of Q3 2018.

  • Whitnell & Co reported no remaining Fresenius Medical Care position as of Q3 2018 after selling out during the quarter.
  • Whitnell & Co sold 21 Fresenius Medical Care shares in Q3 2018, an estimated $1K.
  • Whitnell & Co first reported a position in Fresenius Medical Care in Q2 2013 and held it in 10 quarters.
  • Whitnell & Co's Fresenius Medical Care position peaked at $12K in Q2 2013.
  • 223 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.