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Farmers & Merchants Investments Inc’s Horizon Technology Finance HRZN Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-630
Closed -$8K – 680
2013
Q3 		$8K Hold
630
– – ﹤0.01% 503
2013
Q2 		$9K Buy
+630
New +$8.87K ﹤0.01% 483

Other funds holding HRZN

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Farmers & Merchants Investments Inc's HRZN Position: Q4 2013 in Review

Farmers & Merchants Investments Inc sold out of Horizon Technology Finance (HRZN) in Q4 2013, closing a stake of 630 shares — an estimated $8K sold.

Farmers & Merchants Investments Inc first reported a position in HRZN in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q2 2013. 44 funds tracked by Wall St. Rank hold HRZN as of Q4 2013.

  • Farmers & Merchants Investments Inc reported no remaining Horizon Technology Finance position as of Q4 2013 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 630 Horizon Technology Finance shares in Q4 2013, an estimated $8K.
  • Farmers & Merchants Investments Inc first reported a position in Horizon Technology Finance in Q2 2013 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's Horizon Technology Finance position peaked at $9K in Q2 2013.
  • 44 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q4 2013.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2013, filed 12 Feb 2014.