Yorktown Management & Research Company’s Fresenius Medical Care FMS Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-6,800	Closed	-$276K	–	315
2019 Q1	$276K	Hold	6,800	–	–	0.09%	264
2018 Q4	$220K	Hold	6,800	–	–	0.07%	297
2018 Q3	$350K	Hold	6,800	–	–	0.1%	215
2018 Q2	$342K	Hold	6,800	–	–	0.1%	221
2018 Q1	$347K	Hold	6,800	–	–	0.1%	200
2017 Q4	$357K	Hold	6,800	–	–	0.1%	207
2017 Q3	$332K	Hold	6,800	–	–	0.09%	198
2017 Q2	$329K	Hold	6,800	–	–	0.1%	116
2017 Q1	$286K	Hold	6,800	–	–	0.07%	180
2016 Q4	$287K	Hold	6,800	–	–	0.07%	158
2016 Q3	$298K	Hold	6,800	–	–	0.06%	167
2016 Q2	$296K	Hold	6,800	–	–	0.07%	173
2016 Q1	$300K	Hold	6,800	–	–	0.06%	213
2015 Q4	$285K	Hold	6,800	–	–	0.05%	262
2015 Q3	$265K	Hold	6,800	–	–	0.04%	298
2015 Q2	$283K	Hold	6,800	–	–	0.05%	281
2015 Q1	$282K	Hold	6,800	–	–	0.05%	254
2014 Q4	$253K	Buy	+6,800	New	+$245K	0.05%	283

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

Goldman Sachs New York $871B AUM 31.28% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JFL

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

Yorktown Management & Research Company's FMS Position: Q2 2019 in Review

Yorktown Management & Research Company sold out of Fresenius Medical Care (FMS) in Q2 2019, closing a stake of 6,800 shares — an estimated $276K sold.

Yorktown Management & Research Company first reported a position in FMS in Q4 2014 and held it in 18 quarters. The position peaked at $357K in Q4 2017. 175 funds tracked by Wall St. Rank hold FMS as of Q2 2019.

Yorktown Management & Research Company reported no remaining Fresenius Medical Care position as of Q2 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 6,800 Fresenius Medical Care shares in Q2 2019, an estimated $276K.
Yorktown Management & Research Company first reported a position in Fresenius Medical Care in Q4 2014 and held it in 18 quarters.
Yorktown Management & Research Company's Fresenius Medical Care position peaked at $357K in Q4 2017.
175 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2019.

Based on Yorktown Management & Research Company's 13F filing for Q2 2019, filed 2 Aug 2019.