Envestnet Asset Management
FMAO icon

Envestnet Asset Management’s Farmers & Merchants Bancorp FMAO Stock Holding History

Envestnet Asset Management’s Portfolio FMAO Stock Details FMAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-28,624
Closed -$658K – 3532
2020
Q4 		$658K Sell
28,624
-418
-1% -$9.21K ﹤0.01% 2511
2020
Q3 		$581K Sell
29,042
-2,630
-8% -$55.9K ﹤0.01% 2370
2020
Q2 		$673K Buy
31,672
+4,576
+17% +$101K ﹤0.01% 2214
2020
Q1 		$702K Sell
27,096
-5,323
-16% -$146K ﹤0.01% 2022
2019
Q4 		$977K Buy
32,419
+6
+0% +$159 ﹤0.01% 2044
2019
Q3 		$841K Buy
32,413
+6
+0% +$160 ﹤0.01% 2061
2019
Q2 		$944K Buy
32,407
+6
+0% +$180 ﹤0.01% 1978
2019
Q1 		$975K Buy
32,401
+5
+0% +$156 ﹤0.01% 1921
2018
Q4 		$1.25M Buy
+32,396
New +$1.33M ﹤0.01% 1596

Other funds holding FMAO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Envestnet Asset Management's FMAO Position: Q1 2021 in Review

Envestnet Asset Management sold out of Farmers & Merchants Bancorp (FMAO) in Q1 2021, closing a stake of 28,624 shares — an estimated $658K sold.

Envestnet Asset Management first reported a position in FMAO in Q4 2018 and held it in 9 quarters. The position peaked at $1.25M in Q4 2018. 43 funds tracked by Wall St. Rank hold FMAO as of Q1 2021.

  • Envestnet Asset Management reported no remaining Farmers & Merchants Bancorp position as of Q1 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 28,624 Farmers & Merchants Bancorp shares in Q1 2021, an estimated $658K.
  • Envestnet Asset Management first reported a position in Farmers & Merchants Bancorp in Q4 2018 and held it in 9 quarters.
  • Envestnet Asset Management's Farmers & Merchants Bancorp position peaked at $1.25M in Q4 2018.
  • 43 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q1 2021.

Based on Envestnet Asset Management's 13F filing for Q1 2021, filed 4 May 2021.