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Avantax Planning Partners’s First Merchants FRME Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-85
Closed -$4K – 610
2018
Q3 		$4K Buy
+85
New +$4.04K ﹤0.01% 1159
2018
Q2 		– Sell
-85
Closed -$4K – 670
2018
Q1 		$4K Buy
+85
New +$3.64K ﹤0.01% 1411

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's FRME Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Merchants (FRME) in Q4 2018, closing a stake of 85 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in FRME in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 202 funds tracked by Wall St. Rank hold FRME as of Q4 2018.

  • Avantax Planning Partners reported no remaining First Merchants position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 85 First Merchants shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in First Merchants in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's First Merchants position peaked at $4K in Q3 2018.
  • 202 funds tracked by Wall St. Rank held First Merchants as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.