SBIA
FPI

Sheaff Brock Investment Advisors’s Farmland Partners FPI Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,000
Closed -$107K – 491
2018
Q3 		$107K Hold
16,000
– – 0.01% 491
2018
Q2 		$141K Sell
16,000
-10,000
-38% -$82.8K 0.01% 497
2018
Q1 		$217K Hold
26,000
– – 0.02% 447
2017
Q4 		$226K Buy
26,000
+10,000
+63% +$89.7K 0.03% 429
2017
Q3 		$145K Hold
16,000
– – 0.02% 517
2017
Q2 		$143K Buy
+16,000
New +$162K 0.02% 549

Other funds holding FPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Sheaff Brock Investment Advisors's FPI Position: Q4 2018 in Review

Sheaff Brock Investment Advisors sold out of Farmland Partners (FPI) in Q4 2018, closing a stake of 16,000 shares — an estimated $107K sold.

Sheaff Brock Investment Advisors first reported a position in FPI in Q2 2017 and held it in 6 quarters. The position peaked at $226K in Q4 2017. 122 funds tracked by Wall St. Rank hold FPI as of Q4 2018.

  • Sheaff Brock Investment Advisors reported no remaining Farmland Partners position as of Q4 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 16,000 Farmland Partners shares in Q4 2018, an estimated $107K.
  • Sheaff Brock Investment Advisors first reported a position in Farmland Partners in Q2 2017 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Farmland Partners position peaked at $226K in Q4 2017.
  • 122 funds tracked by Wall St. Rank held Farmland Partners as of Q4 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.