JIR
FARM

James Investment Research’s Farmer Brothers FARM Stock Holding History

James Investment Research’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
Q1 		– Sell
-29,680
Closed -$1.09M – 669
2016
Q4 		$1.09M Hold
29,680
– – 0.03% 264
2016
Q3 		$1.05M Buy
+29,680
New +$957K 0.03% 242

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

James Investment Research's FARM Position: Q1 2017 in Review

James Investment Research sold out of Farmer Brothers (FARM) in Q1 2017, closing a stake of 29,680 shares — an estimated $1.09M sold.

James Investment Research first reported a position in FARM in Q3 2016 and held it in 2 quarters. The position peaked at $1.09M in Q4 2016. 90 funds tracked by Wall St. Rank hold FARM as of Q1 2017.

  • James Investment Research reported no remaining Farmer Brothers position as of Q1 2017 after selling out during the quarter.
  • James Investment Research sold 29,680 Farmer Brothers shares in Q1 2017, an estimated $1.09M.
  • James Investment Research first reported a position in Farmer Brothers in Q3 2016 and held it in 2 quarters.
  • James Investment Research's Farmer Brothers position peaked at $1.09M in Q4 2016.
  • 90 funds tracked by Wall St. Rank held Farmer Brothers as of Q1 2017.

Based on James Investment Research's 13F filing for Q1 2017, filed 21 Apr 2017.