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Baldwin Wealth Partners’s First Merchants FRME Stock Holding History

Baldwin Wealth 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
2017
Q1 		– Sell
-393
Closed -$15K – 509
2016
Q4 		$15K Hold
393
– – ﹤0.01% 393
2016
Q3 		$11K Buy
+393
New +$10.4K ﹤0.01% 439

Other funds holding FRME

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VNIM
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Vanguard Group
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Baldwin Wealth Partners's FRME Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of First Merchants (FRME) in Q1 2017, closing a stake of 393 shares — an estimated $15K sold.

Baldwin Wealth Partners first reported a position in FRME in Q3 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 169 funds tracked by Wall St. Rank hold FRME as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining First Merchants position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 393 First Merchants shares in Q1 2017, an estimated $15K.
  • Baldwin Wealth Partners first reported a position in First Merchants in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's First Merchants position peaked at $15K in Q4 2016.
  • 169 funds tracked by Wall St. Rank held First Merchants as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.