FEG
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Financial Enhancement Group’s First Mid Bancshares FMBH Stock Holding History

Financial Enhancement Group’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-130
Closed -$3K – 294
2020
Q3 		$3K Buy
+130
New +$3.29K ﹤0.01% 200

Other funds holding FMBH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Financial Enhancement Group's FMBH Position: Q4 2020 in Review

Financial Enhancement Group sold out of First Mid Bancshares (FMBH) in Q4 2020, closing a stake of 130 shares — an estimated $3K sold.

Financial Enhancement Group first reported a position in FMBH in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 89 funds tracked by Wall St. Rank hold FMBH as of Q4 2020.

  • Financial Enhancement Group reported no remaining First Mid Bancshares position as of Q4 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 130 First Mid Bancshares shares in Q4 2020, an estimated $3K.
  • Financial Enhancement Group first reported a position in First Mid Bancshares in Q3 2020 and held it in 1 quarter.
  • Financial Enhancement Group's First Mid Bancshares position peaked at $3K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held First Mid Bancshares as of Q4 2020.

Based on Financial Enhancement Group's 13F filing for Q4 2020, filed 10 Feb 2021.