Biegel & Waller’s First Merchants FRME Stock Holding History

Biegel & Waller’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	-4,487	Closed	-$202K	–	78
2018 Q3	$202K	Hold	4,487	–	–	0.12%	72
2018 Q2	$208K	Buy	+4,487	New	+$201K	0.13%	67
2017 Q2	–	Sell	-5,987	Closed	-$235K	–	58
2017 Q1	$235K	Buy	5,987 +22	+0.4%	+$858	0.16%	40
2016 Q4	$221K	Buy	+5,965	New	+$190K	0.15%	46

Other funds holding FRME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Biegel & Waller's FRME Position: Q4 2018 in Review

Biegel & Waller sold out of First Merchants (FRME) in Q4 2018, closing a stake of 4,487 shares — an estimated $202K sold.

Biegel & Waller first reported a position in FRME in Q4 2016 and held it in 4 quarters. The position peaked at $235K in Q1 2017. 202 funds tracked by Wall St. Rank hold FRME as of Q4 2018.

Biegel & Waller reported no remaining First Merchants position as of Q4 2018 after selling out during the quarter.
Biegel & Waller sold 4,487 First Merchants shares in Q4 2018, an estimated $202K.
Biegel & Waller first reported a position in First Merchants in Q4 2016 and held it in 4 quarters.
Biegel & Waller's First Merchants position peaked at $235K in Q1 2017.
202 funds tracked by Wall St. Rank held First Merchants as of Q4 2018.

Based on Biegel & Waller's 13F filing for Q4 2018, filed 31 Jan 2019.