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Winfield Associates’s Fresenius Medical Care FMS Stock Holding History

Winfield Associates’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
-115
Closed -$7K – 309
2017
Q4 		$7K Buy
115
+20
+21% +$994 ﹤0.01% 472
2017
Q3 		$5K Sell
95
-5
-5% -$238 ﹤0.01% 493
2017
Q2 		$5K Buy
100
+20
+25% +$921 ﹤0.01% 516
2017
Q1 		$3K Sell
80
-10
-11% -$413 ﹤0.01% 532
2016
Q4 		$4K Hold
90
– – ﹤0.01% 462
2016
Q3 		$4K Hold
90
– – ﹤0.01% 427
2016
Q2 		$4K Sell
90
-10
-10% -$431 ﹤0.01% 421
2016
Q1 		$4K Buy
+100
New +$4.23K ﹤0.01% 402

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
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
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

Winfield Associates's FMS Position: Q1 2018 in Review

Winfield Associates sold out of Fresenius Medical Care (FMS) in Q1 2018, closing a stake of 115 shares — an estimated $7K sold.

Winfield Associates first reported a position in FMS in Q1 2016 and held it in 8 quarters. The position peaked at $7K in Q4 2017. 233 funds tracked by Wall St. Rank hold FMS as of Q1 2018.

  • Winfield Associates reported no remaining Fresenius Medical Care position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 115 Fresenius Medical Care shares in Q1 2018, an estimated $7K.
  • Winfield Associates first reported a position in Fresenius Medical Care in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Fresenius Medical Care position peaked at $7K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.