FMII
ADX icon

Farmers & Merchants Investments Inc’s Adams Diversified Equity Fund ADX Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,200
Closed -$41K – 732
2016
Q4 		$41K Sell
3,200
-3,201
-50% -$41K ﹤0.01% 358
2016
Q3 		$84K Sell
6,401
-4,062
-39% -$53.1K 0.01% 259
2016
Q2 		$133K Buy
+10,463
New +$132K 0.01% 219

Other funds holding ADX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Farmers & Merchants Investments Inc's ADX Position: Q1 2017 in Review

Farmers & Merchants Investments Inc sold out of Adams Diversified Equity Fund (ADX) in Q1 2017, closing a stake of 3,200 shares — an estimated $41K sold.

Farmers & Merchants Investments Inc first reported a position in ADX in Q2 2016 and held it in 3 quarters. The position peaked at $133K in Q2 2016. 89 funds tracked by Wall St. Rank hold ADX as of Q1 2017.

  • Farmers & Merchants Investments Inc reported no remaining Adams Diversified Equity Fund position as of Q1 2017 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 3,200 Adams Diversified Equity Fund shares in Q1 2017, an estimated $41K.
  • Farmers & Merchants Investments Inc first reported a position in Adams Diversified Equity Fund in Q2 2016 and held it in 3 quarters.
  • Farmers & Merchants Investments Inc's Adams Diversified Equity Fund position peaked at $133K in Q2 2016.
  • 89 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2017.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2017, filed 18 Apr 2017.