Winslow Evans & Crocker’s Fresenius Medical Care FMS Stock Holding History

Winslow Evans & Crocker’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
2020 Q2	–	Sell	-1,200	Closed	-$40K	–	1140
2020 Q1	$40K	Hold	1,200	–	–	0.01%	459
2019 Q4	$46K	Hold	1,200	–	–	0.01%	514
2019 Q3	$42K	Hold	1,200	–	–	0.01%	522
2019 Q2	$48K	Sell	1,200 -2,800	-70%	-$111K	0.01%	513
2019 Q1	$164K	Hold	4,000	–	–	0.05%	303
2018 Q4	$130K	Hold	4,000	–	–	0.04%	318
2018 Q3	$206K	Hold	4,000	–	–	0.06%	259
2018 Q2	$202K	Hold	4,000	–	–	0.06%	252
2018 Q1	$204K	Hold	4,000	–	–	0.07%	245
2017 Q4	$210K	Sell	4,000 -1,800	-31%	-$89.4K	0.07%	250
2017 Q3	$284K	Sell	5,800 -7,000	-55%	-$333K	0.09%	207
2017 Q2	$583K	Buy	12,800 +11,400	+814%	+$525K	0.16%	147
2017 Q1	$59K	Hold	1,400	–	–	0.02%	505
2016 Q4	$59.1K	Sell	1,400 -5,800	-81%	-$237K	0.02%	498
2016 Q3	$315K	Hold	7,200	–	–	0.09%	227
2016 Q2	$314K	Hold	7,200	–	–	0.09%	209
2016 Q1	$317K	Buy	7,200 +200	+3%	+$8.47K	0.1%	196
2015 Q4	$293K	Buy	+7,000	New	+$295K	0.08%	233
2014 Q4	–	Sell	-30	Closed	-$1.04K	–	1340
2014 Q3	$1.04K	Hold	30	–	–	﹤0.01%	1323
2014 Q2	$1K	Hold	30	–	–	﹤0.01%	1236
2014 Q1	$1.05K	Sell	30 -100	-77%	-$3.5K	﹤0.01%	1221
2013 Q4	$5K	Buy	+130	New	+$4.36K	﹤0.01%	1128

Other funds holding FMS

Morgan Stanley New York $1.66T AUM 25.57% 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

TIM

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

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 Paris, France $86.1B AUM 29.11% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Winslow Evans & Crocker's FMS Position: Q2 2020 in Review

Winslow Evans & Crocker sold out of Fresenius Medical Care (FMS) in Q2 2020, closing a stake of 1,200 shares — an estimated $40K sold.

Winslow Evans & Crocker first reported a position in FMS in Q4 2013 and held it in 22 quarters. The position peaked at $583K in Q2 2017. 179 funds tracked by Wall St. Rank hold FMS as of Q2 2020.

Winslow Evans & Crocker reported no remaining Fresenius Medical Care position as of Q2 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 1,200 Fresenius Medical Care shares in Q2 2020, an estimated $40K.
Winslow Evans & Crocker first reported a position in Fresenius Medical Care in Q4 2013 and held it in 22 quarters.
Winslow Evans & Crocker's Fresenius Medical Care position peaked at $583K in Q2 2017.
179 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2020.

Based on Winslow Evans & Crocker's 13F filing for Q2 2020, filed 23 Jul 2020.