Farmers & Merchants Investments Inc’s Franklin Universal Trust FT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-5,000	Closed	-$30K	–	729
2015 Q3	$30K	Hold	5,000	–	–	﹤0.01%	325
2015 Q2	$32K	Hold	5,000	–	–	﹤0.01%	335
2015 Q1	$36K	Hold	5,000	–	–	﹤0.01%	323
2014 Q4	$36K	Hold	5,000	–	–	﹤0.01%	317
2014 Q3	$35K	Sell	5,000 -3,225	-39%	-$23.6K	﹤0.01%	315
2014 Q2	$62K	Buy	8,225 +3,225	+65%	+$23.9K	0.01%	265
2014 Q1	$36K	Hold	5,000	–	–	0.01%	316
2013 Q4	$35K	Buy	+5,000	New	+$34.5K	0.01%	325

Other funds holding FT

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Farmers & Merchants Investments Inc's FT Position: Q4 2015 in Review

Farmers & Merchants Investments Inc sold out of Franklin Universal Trust (FT) in Q4 2015, closing a stake of 5,000 shares — an estimated $30K sold.

Farmers & Merchants Investments Inc first reported a position in FT in Q4 2013 and held it in 8 quarters. The position peaked at $62K in Q2 2014. 35 funds tracked by Wall St. Rank hold FT as of Q4 2015.

Farmers & Merchants Investments Inc reported no remaining Franklin Universal Trust position as of Q4 2015 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 5,000 Franklin Universal Trust shares in Q4 2015, an estimated $30K.
Farmers & Merchants Investments Inc first reported a position in Franklin Universal Trust in Q4 2013 and held it in 8 quarters.
Farmers & Merchants Investments Inc's Franklin Universal Trust position peaked at $62K in Q2 2014.
35 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2015.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2015, filed 2 Feb 2016.