DWM
FARM

Destination Wealth Management’s Farmer Brothers FARM Stock Holding History

Destination Wealth Management’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
Q2 		– Sell
-58
Closed -$2K – 550
2018
Q1 		$2K Buy
+58
New +$1.83K ﹤0.01% 503

Other funds holding FARM

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Destination Wealth Management's FARM Position: Q2 2018 in Review

Destination Wealth Management sold out of Farmer Brothers (FARM) in Q2 2018, closing a stake of 58 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in FARM in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 81 funds tracked by Wall St. Rank hold FARM as of Q2 2018.

  • Destination Wealth Management reported no remaining Farmer Brothers position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 58 Farmer Brothers shares in Q2 2018, an estimated $2K.
  • Destination Wealth Management first reported a position in Farmer Brothers in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's Farmer Brothers position peaked at $2K in Q1 2018.
  • 81 funds tracked by Wall St. Rank held Farmer Brothers as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.