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Farmers & Merchants Investments Inc’s TRI-Continental Corp TY Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-500
Closed -$14K – 878
2019
Q4 		$14K Buy
+500
New +$13.9K ﹤0.01% 496
2015
Q4 		– Sell
-2,300
Closed -$45K – 755
2015
Q3 		$45K Hold
2,300
– – 0.01% 281
2015
Q2 		$49K Hold
2,300
– – 0.01% 284
2015
Q1 		$50K Buy
+2,300
New +$49.5K 0.01% 285

Other funds holding TY

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Farmers & Merchants Investments Inc sold out of TRI-Continental Corp (TY) in Q1 2020, closing a stake of 500 shares — an estimated $14K sold.

Farmers & Merchants Investments Inc first reported a position in TY in Q1 2015 and held it in 4 quarters. The position peaked at $50K in Q1 2015. 96 funds tracked by Wall St. Rank hold TY as of Q1 2020.

  • Farmers & Merchants Investments Inc reported no remaining TRI-Continental Corp position as of Q1 2020 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 500 TRI-Continental Corp shares in Q1 2020, an estimated $14K.
  • Farmers & Merchants Investments Inc first reported a position in TRI-Continental Corp in Q1 2015 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's TRI-Continental Corp position peaked at $50K in Q1 2015.
  • 96 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2020.

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