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Farmers & Merchants Investments Inc’s Invesco Large Cap Growth ETF PWB Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-523
Closed -$27K – 868
2019
Q4 		$27K Buy
+523
New +$25.7K ﹤0.01% 393

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Farmers & Merchants Investments Inc's PWB Position: Q1 2020 in Review

Farmers & Merchants Investments Inc sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2020, closing a stake of 523 shares — an estimated $27K sold.

Farmers & Merchants Investments Inc first reported a position in PWB in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 100 funds tracked by Wall St. Rank hold PWB as of Q1 2020.

  • Farmers & Merchants Investments Inc reported no remaining Invesco Large Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 523 Invesco Large Cap Growth ETF shares in Q1 2020, an estimated $27K.
  • Farmers & Merchants Investments Inc first reported a position in Invesco Large Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's Invesco Large Cap Growth ETF position peaked at $27K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2020, filed 16 Apr 2020.