MGIA
FARM

Moneta Group Investment Advisors’s Farmer Brothers FARM Stock Holding History

Moneta Group Investment Advisors’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
2015
Q4 		– Sell
-1,345
Closed -$37K – 235
2015
Q3 		$37K Buy
+1,345
New +$31.8K 0.01% 259

Other funds holding FARM

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Moneta Group Investment Advisors's FARM Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Farmer Brothers (FARM) in Q4 2015, closing a stake of 1,345 shares — an estimated $37K sold.

Moneta Group Investment Advisors first reported a position in FARM in Q3 2015 and held it in 1 quarter. The position peaked at $37K in Q3 2015. 101 funds tracked by Wall St. Rank hold FARM as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Farmer Brothers position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,345 Farmer Brothers shares in Q4 2015, an estimated $37K.
  • Moneta Group Investment Advisors first reported a position in Farmer Brothers in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Farmer Brothers position peaked at $37K in Q3 2015.
  • 101 funds tracked by Wall St. Rank held Farmer Brothers as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.