FMII
SMM

Farmers & Merchants Investments Inc’s Salient Midstream & MLP Fund SMM Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio SMM Stock Details SMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,000
Closed -$12K – 876
2017
Q3 		$12K Hold
1,000
– – ﹤0.01% 490
2017
Q2 		$12K Buy
+1,000
New +$12.5K ﹤0.01% 505

Other funds holding SMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farmers & Merchants Investments Inc's SMM Position: Q4 2017 in Review

Farmers & Merchants Investments Inc sold out of Salient Midstream & MLP Fund (SMM) in Q4 2017, closing a stake of 1,000 shares — an estimated $12K sold.

Farmers & Merchants Investments Inc first reported a position in SMM in Q2 2017 and held it in 2 quarters. The position peaked at $12K in Q3 2017. 37 funds tracked by Wall St. Rank hold SMM as of Q4 2017.

  • Farmers & Merchants Investments Inc reported no remaining Salient Midstream & MLP Fund position as of Q4 2017 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,000 Salient Midstream & MLP Fund shares in Q4 2017, an estimated $12K.
  • Farmers & Merchants Investments Inc first reported a position in Salient Midstream & MLP Fund in Q2 2017 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's Salient Midstream & MLP Fund position peaked at $12K in Q3 2017.
  • 37 funds tracked by Wall St. Rank held Salient Midstream & MLP Fund as of Q4 2017.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2017, filed 26 Jan 2018.