Capital World Investors
FARM

Capital World Investors’s Farmer Brothers FARM Stock Holding History

Capital World Investors’s Portfolio FARM Stock Details FARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-550,000
Closed -$16.8M – 565
2018
Q2 		$16.8M Hold
550,000
– – ﹤0.01% 471
2018
Q1 		$16.6M Hold
550,000
– – ﹤0.01% 452
2017
Q4 		$17.7M Buy
550,000
+125,000
+29% +$4.13M ﹤0.01% 441
2017
Q3 		$14M Hold
425,000
– – ﹤0.01% 448
2017
Q2 		$12.9M Buy
425,000
+255,457
+151% +$8.4M ﹤0.01% 457
2017
Q1 		$5.99M Buy
+169,543
New +$5.7M ﹤0.01% 475

Other funds holding FARM

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital World Investors's FARM Position: Q3 2018 in Review

Capital World Investors sold out of Farmer Brothers (FARM) in Q3 2018, closing a stake of 550,000 shares — an estimated $16.8M sold.

Capital World Investors first reported a position in FARM in Q1 2017 and held it in 6 quarters. The position peaked at $17.7M in Q4 2017. 76 funds tracked by Wall St. Rank hold FARM as of Q3 2018.

  • Capital World Investors reported no remaining Farmer Brothers position as of Q3 2018 after selling out during the quarter.
  • Capital World Investors sold 550,000 Farmer Brothers shares in Q3 2018, an estimated $16.8M.
  • Capital World Investors first reported a position in Farmer Brothers in Q1 2017 and held it in 6 quarters.
  • Capital World Investors's Farmer Brothers position peaked at $17.7M in Q4 2017.
  • 76 funds tracked by Wall St. Rank held Farmer Brothers as of Q3 2018.

Based on Capital World Investors's 13F filing for Q3 2018, filed 14 Nov 2018.