IMA Advisory Services’s First Merchants FRME Stock Holding History

IMA Advisory Services’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 Q1	–	Sell	-131	Closed	-$5K	–	267
2019 Q4	$5K	Hold	131	–	–	﹤0.01%	250
2019 Q3	$5K	Hold	131	–	–	﹤0.01%	250
2019 Q2	$5K	Hold	131	–	–	﹤0.01%	238
2019 Q1	$5K	Hold	131	–	–	﹤0.01%	236
2018 Q4	$4K	Hold	131	–	–	﹤0.01%	258
2018 Q3	$6K	Hold	131	–	–	﹤0.01%	244
2018 Q2	$6K	Buy	+131	New	+$5.87K	﹤0.01%	291

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

IMA Advisory Services's FRME Position: Q1 2020 in Review

IMA Advisory Services sold out of First Merchants (FRME) in Q1 2020, closing a stake of 131 shares — an estimated $5K sold.

IMA Advisory Services first reported a position in FRME in Q2 2018 and held it in 7 quarters. The position peaked at $6K in Q3 2018. 184 funds tracked by Wall St. Rank hold FRME as of Q1 2020.

IMA Advisory Services reported no remaining First Merchants position as of Q1 2020 after selling out during the quarter.
IMA Advisory Services sold 131 First Merchants shares in Q1 2020, an estimated $5K.
IMA Advisory Services first reported a position in First Merchants in Q2 2018 and held it in 7 quarters.
IMA Advisory Services's First Merchants position peaked at $6K in Q3 2018.
184 funds tracked by Wall St. Rank held First Merchants as of Q1 2020.

Based on IMA Advisory Services's 13F filing for Q1 2020, filed 14 Apr 2020.