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CLA (CliftonLarsonAllen) Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio ADM Stock Details ADM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16,226
Closed -$690K – 124
2017
Q3 		$690K Buy
16,226
+535
+3% +$22.5K 0.07% 112
2017
Q2 		$649K Sell
15,691
-2,908
-16% -$125K 0.07% 113
2017
Q1 		$856K Buy
+18,599
New +$833K 0.1% 100

Other funds holding ADM

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ADM Position: Q4 2017 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Archer Daniels Midland (ADM) in Q4 2017, closing a stake of 16,226 shares — an estimated $690K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ADM in Q1 2017 and held it in 3 quarters. The position peaked at $856K in Q1 2017. 747 funds tracked by Wall St. Rank hold ADM as of Q4 2017.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Archer Daniels Midland position as of Q4 2017 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 16,226 Archer Daniels Midland shares in Q4 2017, an estimated $690K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Archer Daniels Midland in Q1 2017 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Archer Daniels Midland position peaked at $856K in Q1 2017.
  • 747 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2017.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.