BCA
FMBI

Berman Capital Advisors’s First Midwest Bancorp Inc/IL FMBI Stock Holding History

Berman Capital Advisors’s Portfolio FMBI Stock Details FMBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$5K Sell
299
-1,470
-83% -$27.1K ﹤0.01% 1454
2021
Q2 		$35K Buy
1,769
+143
+9% +$3.01K 0.01% 720
2021
Q1 		$35K Buy
1,626
+1,348
+485% +$26.3K 0.01% 610
2020
Q4 		$4K Hold
278
– – ﹤0.01% 1260
2020
Q3 		$2K Buy
+278
New +$3.42K ﹤0.01% 1372

Other funds holding FMBI

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's FMBI Position: Q3 2021 in Review

Berman Capital Advisors reduced its First Midwest Bancorp Inc/IL (FMBI) stake by 83% in Q3 2021, selling an estimated $27.1K and leaving 299 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Berman Capital Advisors first reported a position in FMBI in Q3 2020 and has held it in 5 quarters since. The position peaked at $35K in Q2 2021. 213 funds tracked by Wall St. Rank hold FMBI as of Q3 2021.

  • Berman Capital Advisors held 299 shares of First Midwest Bancorp Inc/IL worth $5K as of Q3 2021.
  • Berman Capital Advisors sold 1,470 First Midwest Bancorp Inc/IL shares in Q3 2021, an estimated $27.1K.
  • First Midwest Bancorp Inc/IL made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1454 holding.
  • Berman Capital Advisors first reported a position in First Midwest Bancorp Inc/IL in Q3 2020 and has held it in 5 quarters since.
  • Berman Capital Advisors's First Midwest Bancorp Inc/IL position peaked at $35K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held First Midwest Bancorp Inc/IL as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.