IPC
FARM

Independent Portfolio Consultants’s Farmer Brothers FARM Stock Holding History

Independent Portfolio Consultants’s Portfolio FARM Stock Details FARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$12K Hold
385
– – 0.01% 680
2017
Q1 		$14K Buy
385
+95
+33% +$3.19K ﹤0.01% 703
2016
Q4 		$11K Buy
+290
New +$9.82K ﹤0.01% 702
2015
Q2 		– Sell
-70
Closed -$2K – 918
2015
Q1 		$2K Buy
+70
New +$1.87K ﹤0.01% 858

Other funds holding FARM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Independent Portfolio Consultants's FARM Position: Q2 2017 in Review

Independent Portfolio Consultants held its Farmer Brothers (FARM) position steady in Q2 2017 at 385 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #680.

Independent Portfolio Consultants first reported a position in FARM in Q1 2015 and has held it in 4 quarters since. The position peaked at $14K in Q1 2017. 88 funds tracked by Wall St. Rank hold FARM as of Q2 2017.

  • Independent Portfolio Consultants held 385 shares of Farmer Brothers worth $12K as of Q2 2017.
  • Independent Portfolio Consultants left its Farmer Brothers share count unchanged in Q2 2017.
  • Farmer Brothers made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #680 holding.
  • Independent Portfolio Consultants first reported a position in Farmer Brothers in Q1 2015 and has held it in 4 quarters since.
  • Independent Portfolio Consultants's Farmer Brothers position peaked at $14K in Q1 2017.
  • 88 funds tracked by Wall St. Rank held Farmer Brothers as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.