AWCI
FMBH icon

Alpine Woods Capital Investors’s First Mid Bancshares FMBH Stock Holding History

Alpine Woods Capital Investors’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,000
Closed -$202K – 288
2018
Q3 		$202K Buy
+5,000
New +$204K 0.04% 237

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Alpine Woods Capital Investors's FMBH Position: Q4 2018 in Review

Alpine Woods Capital Investors sold out of First Mid Bancshares (FMBH) in Q4 2018, closing a stake of 5,000 shares — an estimated $202K sold.

Alpine Woods Capital Investors first reported a position in FMBH in Q3 2018 and held it in 1 quarter. The position peaked at $202K in Q3 2018. 74 funds tracked by Wall St. Rank hold FMBH as of Q4 2018.

  • Alpine Woods Capital Investors reported no remaining First Mid Bancshares position as of Q4 2018 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 5,000 First Mid Bancshares shares in Q4 2018, an estimated $202K.
  • Alpine Woods Capital Investors first reported a position in First Mid Bancshares in Q3 2018 and held it in 1 quarter.
  • Alpine Woods Capital Investors's First Mid Bancshares position peaked at $202K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held First Mid Bancshares as of Q4 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2018, filed 13 Feb 2019.