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Farmers & Merchants Investments Inc’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-625
Closed -$27K – 846
2020
Q1 		$27K Buy
+625
New +$32.7K ﹤0.01% 348

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Farmers & Merchants Investments Inc's CFA Position: Q2 2020 in Review

Farmers & Merchants Investments Inc sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2020, closing a stake of 625 shares — an estimated $27K sold.

Farmers & Merchants Investments Inc first reported a position in CFA in Q1 2020 and held it in 1 quarter. The position peaked at $27K in Q1 2020. 58 funds tracked by Wall St. Rank hold CFA as of Q2 2020.

  • Farmers & Merchants Investments Inc reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 625 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2020, an estimated $27K.
  • Farmers & Merchants Investments Inc first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2020 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's VictoryShares US 500 Volatility Wtd ETF position peaked at $27K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2020, filed 21 Jul 2020.