Farmers & Merchants Investments Inc’s Buckeye Partners, L.P. BPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-9,760	Closed	-$343K	–	884
2018 Q2	$343K	Hold	9,760	–	–	0.02%	198
2018 Q1	$365K	Hold	9,760	–	–	0.03%	200
2017 Q4	$484K	Sell	9,760 -1,138	-10%	-$57.8K	0.04%	195
2017 Q3	$621K	Sell	10,898 -3,602	-25%	-$214K	0.05%	178
2017 Q2	$927K	Hold	14,500	–	–	0.08%	163
2017 Q1	$994K	Sell	14,500 -14,500	-50%	-$988K	0.09%	159
2016 Q4	$1.92M	Hold	29,000	–	–	0.18%	132
2016 Q3	$2.08M	Buy	+29,000	New	+$2.06M	0.22%	126
2014 Q2	–	Sell	-300	Closed	-$23K	–	686
2014 Q1	$23K	Hold	300	–	–	﹤0.01%	377
2013 Q4	$21K	Hold	300	–	–	﹤0.01%	392
2013 Q3	$20K	Hold	300	–	–	﹤0.01%	386
2013 Q2	$21K	Buy	+300	New	+$19.5K	﹤0.01%	384

Other funds holding BPL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Farmers & Merchants Investments Inc's BPL Position: Q3 2018 in Review

Farmers & Merchants Investments Inc sold out of Buckeye Partners, L.P. (BPL) in Q3 2018, closing a stake of 9,760 shares — an estimated $343K sold.

Farmers & Merchants Investments Inc first reported a position in BPL in Q2 2013 and held it in 12 quarters. The position peaked at $2.08M in Q3 2016. 297 funds tracked by Wall St. Rank hold BPL as of Q3 2018.

Farmers & Merchants Investments Inc reported no remaining Buckeye Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 9,760 Buckeye Partners, L.P. shares in Q3 2018, an estimated $343K.
Farmers & Merchants Investments Inc first reported a position in Buckeye Partners, L.P. in Q2 2013 and held it in 12 quarters.
Farmers & Merchants Investments Inc's Buckeye Partners, L.P. position peaked at $2.08M in Q3 2016.
297 funds tracked by Wall St. Rank held Buckeye Partners, L.P. as of Q3 2018.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2018, filed 30 Oct 2018.