EWM
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Edge Wealth Management’s First Merchants FRME Stock Holding History

Edge Wealth Management’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
2020
Q3 		– Sell
-8,484
Closed -$234K – 517
2020
Q2 		$234K Hold
8,484
– – 0.04% 132
2020
Q1 		$218K Hold
8,484
– – 0.05% 133
2019
Q4 		$353K Buy
+8,484
New +$339K 0.07% 115

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edge Wealth Management's FRME Position: Q3 2020 in Review

Edge Wealth Management sold out of First Merchants (FRME) in Q3 2020, closing a stake of 8,484 shares — an estimated $234K sold.

Edge Wealth Management first reported a position in FRME in Q4 2019 and held it in 3 quarters. The position peaked at $353K in Q4 2019. 182 funds tracked by Wall St. Rank hold FRME as of Q3 2020.

  • Edge Wealth Management reported no remaining First Merchants position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 8,484 First Merchants shares in Q3 2020, an estimated $234K.
  • Edge Wealth Management first reported a position in First Merchants in Q4 2019 and held it in 3 quarters.
  • Edge Wealth Management's First Merchants position peaked at $353K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held First Merchants as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.