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Alpha Cubed Investments’s First Merchants FRME Stock Holding History

Alpha Cubed Investments’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,000
Closed -$417K – 229
2018
Q1 		$417K Hold
10,000
– – 0.05% 148
2017
Q4 		$421K Buy
+10,000
New +$427K 0.06% 155

Other funds holding FRME

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Alpha Cubed Investments's FRME Position: Q2 2018 in Review

Alpha Cubed Investments sold out of First Merchants (FRME) in Q2 2018, closing a stake of 10,000 shares — an estimated $417K sold.

Alpha Cubed Investments first reported a position in FRME in Q4 2017 and held it in 2 quarters. The position peaked at $421K in Q4 2017. 193 funds tracked by Wall St. Rank hold FRME as of Q2 2018.

  • Alpha Cubed Investments reported no remaining First Merchants position as of Q2 2018 after selling out during the quarter.
  • Alpha Cubed Investments sold 10,000 First Merchants shares in Q2 2018, an estimated $417K.
  • Alpha Cubed Investments first reported a position in First Merchants in Q4 2017 and held it in 2 quarters.
  • Alpha Cubed Investments's First Merchants position peaked at $421K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held First Merchants as of Q2 2018.

Based on Alpha Cubed Investments's 13F filing for Q2 2018, filed 26 Jul 2018.