Farmers & Merchants Investments Inc’s Barclays BCS Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-239	Closed	-$1.72K	–	1766
2023 Q1	$1.72K	Buy	+239	New	+$1.98K	﹤0.01%	1133
2022 Q3	–	Sell	-1,073	Closed	-$8K	–	1564
2022 Q2	$8K	Sell	1,073 -24	-2%	-$188	﹤0.01%	754
2022 Q1	$9K	Hold	1,097	–	–	﹤0.01%	763
2021 Q4	$11K	Hold	1,097	–	–	﹤0.01%	724
2021 Q3	$11K	Buy	1,097 +335	+44%	+$3.33K	﹤0.01%	678
2021 Q2	$7K	Buy	+762	New	+$7.78K	﹤0.01%	721
2016 Q2	–	Sell	-310	Closed	-$3K	–	712
2016 Q1	$3K	Sell	310 -417	-57%	-$3.89K	﹤0.01%	632
2015 Q4	$9K	Buy	727 +117	+19%	+$1.55K	﹤0.01%	484
2015 Q3	$8K	Hold	610	–	–	﹤0.01%	513
2015 Q2	$9K	Buy	610 +403	+195%	+$6.06K	﹤0.01%	522
2015 Q1	$3K	Buy	+207	New	+$2.9K	﹤0.01%	672
2014 Q2	–	Sell	-506	Closed	-$7K	–	660
2014 Q1	$7K	Hold	506	–	–	﹤0.01%	541
2013 Q4	$8K	Hold	506	–	–	﹤0.01%	536
2013 Q3	$8K	Sell	506 -155	-23%	-$2.43K	﹤0.01%	496
2013 Q2	$10K	Buy	+661	New	+$10.4K	﹤0.01%	463

Other funds holding BCS

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Farmers & Merchants Investments Inc's BCS Position: Q2 2023 in Review

Farmers & Merchants Investments Inc sold out of Barclays (BCS) in Q2 2023, closing a stake of 239 shares — an estimated $1.72K sold.

Farmers & Merchants Investments Inc first reported a position in BCS in Q2 2013 and held it in 15 quarters. The position peaked at $11K in Q4 2021. 288 funds tracked by Wall St. Rank hold BCS as of Q2 2023.

Farmers & Merchants Investments Inc reported no remaining Barclays position as of Q2 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 239 Barclays shares in Q2 2023, an estimated $1.72K.
Farmers & Merchants Investments Inc first reported a position in Barclays in Q2 2013 and held it in 15 quarters.
Farmers & Merchants Investments Inc's Barclays position peaked at $11K in Q4 2021.
288 funds tracked by Wall St. Rank held Barclays as of Q2 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2023, filed 1 Aug 2023.