HIA
FRME icon

Harbor Investment Advisory’s First Merchants FRME Stock Holding History

Harbor Investment Advisory’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
-23
Closed -$1K – 1175
2020
Q2 		$1K Buy
+23
New +$615 ﹤0.01% 1065

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

Harbor Investment Advisory's FRME Position: Q3 2020 in Review

Harbor Investment Advisory sold out of First Merchants (FRME) in Q3 2020, closing a stake of 23 shares — an estimated $1K sold.

Harbor Investment Advisory first reported a position in FRME in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 182 funds tracked by Wall St. Rank hold FRME as of Q3 2020.

  • Harbor Investment Advisory reported no remaining First Merchants position as of Q3 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 23 First Merchants shares in Q3 2020, an estimated $1K.
  • Harbor Investment Advisory first reported a position in First Merchants in Q2 2020 and held it in 1 quarter.
  • Harbor Investment Advisory's First Merchants position peaked at $1K in Q2 2020.
  • 182 funds tracked by Wall St. Rank held First Merchants as of Q3 2020.

Based on Harbor Investment Advisory's 13F filing for Q3 2020, filed 23 Oct 2020.