FMII
LEO

Farmers & Merchants Investments Inc’s BNY Mellon Strategic Municipals LEO Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,000
Closed -$19K – 804
2016
Q3 		$19K Hold
2,000
– – ﹤0.01% 390
2016
Q2 		$19K Hold
2,000
– – ﹤0.01% 372
2016
Q1 		$18K Hold
2,000
– – ﹤0.01% 375
2015
Q4 		$17K Hold
2,000
– – ﹤0.01% 400
2015
Q3 		$16K Hold
2,000
– – ﹤0.01% 404
2015
Q2 		$16K Hold
2,000
– – ﹤0.01% 431
2015
Q1 		$17K Sell
2,000
-1,000
-33% -$8.37K ﹤0.01% 422
2014
Q4 		$25K Buy
3,000
+1,200
+67% +$9.9K ﹤0.01% 363
2014
Q3 		$15K Hold
1,800
– – ﹤0.01% 429
2014
Q2 		$15K Hold
1,800
– – ﹤0.01% 427
2014
Q1 		$15K Hold
1,800
– – ﹤0.01% 433
2013
Q4 		$14K Hold
1,800
– – ﹤0.01% 450
2013
Q3 		$14K Hold
1,800
– – ﹤0.01% 425
2013
Q2 		$15K Buy
+1,800
New +$16.3K ﹤0.01% 425

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Farmers & Merchants Investments Inc's LEO Position: Q4 2016 in Review

Farmers & Merchants Investments Inc sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2016, closing a stake of 2,000 shares — an estimated $19K sold.

Farmers & Merchants Investments Inc first reported a position in LEO in Q2 2013 and held it in 14 quarters. The position peaked at $25K in Q4 2014. 60 funds tracked by Wall St. Rank hold LEO as of Q4 2016.

  • Farmers & Merchants Investments Inc reported no remaining BNY Mellon Strategic Municipals position as of Q4 2016 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 2,000 BNY Mellon Strategic Municipals shares in Q4 2016, an estimated $19K.
  • Farmers & Merchants Investments Inc first reported a position in BNY Mellon Strategic Municipals in Q2 2013 and held it in 14 quarters.
  • Farmers & Merchants Investments Inc's BNY Mellon Strategic Municipals position peaked at $25K in Q4 2014.
  • 60 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2016.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2016, filed 26 Jan 2017.