YorkBridge Wealth Partners’s Fresenius Medical Care FMS Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-994	Closed	-$39K	–	347
2019 Q2	$39K	Sell	994 -216	-18%	-$8.56K	0.02%	391
2019 Q1	$49K	Sell	1,210 -5,466	-82%	-$204K	0.02%	362
2018 Q4	$216K	Sell	6,676 -1,001	-13%	-$40.4K	0.11%	144
2018 Q3	$405K	Buy	7,677 +5	+0.1%	+$250	0.19%	114
2018 Q2	$386K	Buy	7,672 +1,564	+26%	+$79.3K	0.17%	120
2018 Q1	$311K	Buy	6,108 +847	+16%	+$45.2K	0.14%	138
2017 Q4	$278K	Buy	5,261 +556	+12%	+$27.6K	0.13%	147
2017 Q3	$230K	Buy	4,705 +92	+2%	+$4.37K	0.12%	159
2017 Q2	$222K	Buy	4,613 +749	+19%	+$34.5K	0.12%	161
2017 Q1	$176K	Buy	3,864 +4	+0.1%	+$165	0.09%	181
2016 Q4	$152K	Buy	+3,860	New	+$158K	0.09%	185

Other funds holding FMS

Morgan Stanley New York $1.66T AUM 25.57% 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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

PPA

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

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

YorkBridge Wealth Partners's FMS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Fresenius Medical Care (FMS) in Q3 2019, closing a stake of 994 shares — an estimated $39K sold.

YorkBridge Wealth Partners first reported a position in FMS in Q4 2016 and held it in 11 quarters. The position peaked at $405K in Q3 2018. 161 funds tracked by Wall St. Rank hold FMS as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Fresenius Medical Care position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 994 Fresenius Medical Care shares in Q3 2019, an estimated $39K.
YorkBridge Wealth Partners first reported a position in Fresenius Medical Care in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Fresenius Medical Care position peaked at $405K in Q3 2018.
161 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.