FMII
BGB

Farmers & Merchants Investments Inc’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,750
Closed -$26K – 843
2019
Q3 		$26K Buy
+1,750
New +$25.8K ﹤0.01% 390

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JP Morgan Chase
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return

Farmers & Merchants Investments Inc's BGB Position: Q4 2019 in Review

Farmers & Merchants Investments Inc sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2019, closing a stake of 1,750 shares — an estimated $26K sold.

Farmers & Merchants Investments Inc first reported a position in BGB in Q3 2019 and held it in 1 quarter. The position peaked at $26K in Q3 2019. 63 funds tracked by Wall St. Rank hold BGB as of Q4 2019.

  • Farmers & Merchants Investments Inc reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2019 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,750 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2019, an estimated $26K.
  • Farmers & Merchants Investments Inc first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2019 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's Blackstone Strategic Credit 2027 Term Fund position peaked at $26K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2019.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2019, filed 21 Jan 2020.