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Farmers & Merchants Investments Inc’s Global X MLP ETF MLPA Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-66
Closed -$2K – 956
2021
Q1 		$2K Buy
+66
New +$2.06K ﹤0.01% 827
2018
Q1 		– Sell
-126
Closed -$7K – 848
2017
Q4 		$7K Buy
+126
New +$7.36K ﹤0.01% 636

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Farmers & Merchants Investments Inc's MLPA Position: Q2 2021 in Review

Farmers & Merchants Investments Inc sold out of Global X MLP ETF (MLPA) in Q2 2021, closing a stake of 66 shares — an estimated $2K sold.

Farmers & Merchants Investments Inc first reported a position in MLPA in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 136 funds tracked by Wall St. Rank hold MLPA as of Q2 2021.

  • Farmers & Merchants Investments Inc reported no remaining Global X MLP ETF position as of Q2 2021 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 66 Global X MLP ETF shares in Q2 2021, an estimated $2K.
  • Farmers & Merchants Investments Inc first reported a position in Global X MLP ETF in Q4 2017 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's Global X MLP ETF position peaked at $7K in Q4 2017.
  • 136 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2021.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2021, filed 16 Jul 2021.