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Farmers & Merchants Investments Inc’s iShares US Financials ETF IYF Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-756
Closed -$34K – 740
2015
Q2 		$34K Sell
756
-170
-18% -$7.69K ﹤0.01% 325
2015
Q1 		$41K Buy
926
+28
+3% +$1.24K 0.01% 304
2014
Q4 		$40K Buy
+898
New +$39K 0.01% 308

Other funds holding IYF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Farmers & Merchants Investments Inc's IYF Position: Q3 2015 in Review

Farmers & Merchants Investments Inc sold out of iShares US Financials ETF (IYF) in Q3 2015, closing a stake of 756 shares — an estimated $34K sold.

Farmers & Merchants Investments Inc first reported a position in IYF in Q4 2014 and held it in 3 quarters. The position peaked at $41K in Q1 2015. 143 funds tracked by Wall St. Rank hold IYF as of Q3 2015.

  • Farmers & Merchants Investments Inc reported no remaining iShares US Financials ETF position as of Q3 2015 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 756 iShares US Financials ETF shares in Q3 2015, an estimated $34K.
  • Farmers & Merchants Investments Inc first reported a position in iShares US Financials ETF in Q4 2014 and held it in 3 quarters.
  • Farmers & Merchants Investments Inc's iShares US Financials ETF position peaked at $41K in Q1 2015.
  • 143 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2015.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2015, filed 29 Oct 2015.