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Gradient Investments’s Farmers & Merchants Bancorp FMAO Stock Holding History

Gradient Investments’s Portfolio FMAO Stock Details FMAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,245
Closed -$96K – 968
2018
Q3 		$96K Buy
+2,245
New +$99.7K ﹤0.01% 285

Other funds holding FMAO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return

Gradient Investments's FMAO Position: Q4 2018 in Review

Gradient Investments sold out of Farmers & Merchants Bancorp (FMAO) in Q4 2018, closing a stake of 2,245 shares — an estimated $96K sold.

Gradient Investments first reported a position in FMAO in Q3 2018 and held it in 1 quarter. The position peaked at $96K in Q3 2018. 45 funds tracked by Wall St. Rank hold FMAO as of Q4 2018.

  • Gradient Investments reported no remaining Farmers & Merchants Bancorp position as of Q4 2018 after selling out during the quarter.
  • Gradient Investments sold 2,245 Farmers & Merchants Bancorp shares in Q4 2018, an estimated $96K.
  • Gradient Investments first reported a position in Farmers & Merchants Bancorp in Q3 2018 and held it in 1 quarter.
  • Gradient Investments's Farmers & Merchants Bancorp position peaked at $96K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.