Loring Wolcott & Coolidge Fiduciary Advisors’s First Merchants FRME Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-480	Closed	-$13K	–	605
2020 Q1	$13K	Hold	480	–	–	﹤0.01%	515
2019 Q4	$20K	Hold	480	–	–	﹤0.01%	539
2019 Q3	$18K	Hold	480	–	–	﹤0.01%	528
2019 Q2	$18K	Hold	480	–	–	﹤0.01%	515
2019 Q1	$18K	Hold	480	–	–	﹤0.01%	528
2018 Q4	$16K	Hold	480	–	–	﹤0.01%	537
2018 Q3	$22K	Hold	480	–	–	﹤0.01%	488
2018 Q2	$22K	Hold	480	–	–	﹤0.01%	496
2018 Q1	$20K	Hold	480	–	–	﹤0.01%	538
2017 Q4	$20K	Hold	480	–	–	﹤0.01%	518
2017 Q3	$21K	Hold	480	–	–	﹤0.01%	500
2017 Q2	$19K	Hold	480	–	–	﹤0.01%	495
2017 Q1	$19K	Sell	480 -152	-24%	-$5.93K	﹤0.01%	495
2016 Q4	$24K	Hold	632	–	–	﹤0.01%	453
2016 Q3	$17K	Hold	632	–	–	﹤0.01%	491
2016 Q2	$16K	Hold	632	–	–	﹤0.01%	499
2016 Q1	$15K	Hold	632	–	–	﹤0.01%	503
2015 Q4	$16K	Hold	632	–	–	﹤0.01%	527
2015 Q3	$16K	Hold	632	–	–	﹤0.01%	507
2015 Q2	$16K	Hold	632	–	–	﹤0.01%	507
2015 Q1	$15K	Hold	632	–	–	﹤0.01%	530
2014 Q4	$14K	Hold	632	–	–	﹤0.01%	529
2014 Q3	$13K	Hold	632	–	–	﹤0.01%	514
2014 Q2	$13K	Hold	632	–	–	﹤0.01%	538
2014 Q1	$14K	Hold	632	–	–	﹤0.01%	519
2013 Q4	$14K	Hold	632	–	–	﹤0.01%	502
2013 Q3	$11K	Hold	632	–	–	﹤0.01%	486
2013 Q2	$11K	Buy	+632	New	+$10.2K	﹤0.01%	526

Other funds holding FRME

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

BlackRock New York $6.73T AUM 46.02% 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

CCMLC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FRME Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of First Merchants (FRME) in Q2 2020, closing a stake of 480 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FRME in Q2 2013 and held it in 28 quarters. The position peaked at $24K in Q4 2016. 182 funds tracked by Wall St. Rank hold FRME as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining First Merchants position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 480 First Merchants shares in Q2 2020, an estimated $13K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in First Merchants in Q2 2013 and held it in 28 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's First Merchants position peaked at $24K in Q4 2016.
182 funds tracked by Wall St. Rank held First Merchants as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.