LONG BEACH, CA Trust How do I update this listing?

Farmers & Merchants Trust Company OF Long Beach is based out of Long Beach. Their last reported 13F filing for Q2 2020 included $221,602,000 in managed 13F securities and a top 10 holdings concentration of 45.94%. Farmers & Merchants Trust Company OF Long Beach's largest holding is Farmers and Merchants Bank of Long Beach CA with shares held of 6,447. Whalewisdom has at least 7 13F filings

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13F Activity

  • Market Value $221.602 Million
  • Prior Market Value $184.736 Million
  • New Purchases12 stocks
  • Additional Purchases56 stocks
  • Sold out of5 stocks
  • Reduced holdings in23 stocks
  • Top 10 Holdings % 45.94 %
  • Turnover % [1]:12.50%
  • Turnover Alt % [2]: 7.11 %
  • Time Held Top20:4.55 quarters
  • Time Held Top10:3.40 quarters
  • Time Held All:5.47 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 19.87%
Performance Last 4 Quarters: -3.5%
Performance Metrics
Stats are not available for the latest quarter

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