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Mosaic Family Wealth’s First Merchants FRME Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-85
Closed -$3K – 932
2017
Q2 		$3K Hold
85
– – ﹤0.01% 638
2017
Q1 		$3K Buy
+85
New +$3.31K ﹤0.01% 648

Other funds holding FRME

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Mosaic Family Wealth's FRME Position: Q3 2017 in Review

Mosaic Family Wealth sold out of First Merchants (FRME) in Q3 2017, closing a stake of 85 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in FRME in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 185 funds tracked by Wall St. Rank hold FRME as of Q3 2017.

  • Mosaic Family Wealth reported no remaining First Merchants position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 85 First Merchants shares in Q3 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in First Merchants in Q1 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's First Merchants position peaked at $3K in Q2 2017.
  • 185 funds tracked by Wall St. Rank held First Merchants as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.