MPS Loria Financial Planners’s First Midwest Bancorp Inc/IL FMBI Stock Holding History

MPS Loria Financial Planners’s Portfolio FMBI Stock Details FMBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-11,763	Closed	-$257K	–	609
2021 Q1	$257K	Buy	11,763 +58	+0.5%	+$1.13K	0.12%	65
2020 Q4	$188K	Buy	11,705 +86	+0.7%	+$1.18K	0.08%	76
2020 Q3	$125K	Buy	11,619 +80	+0.7%	+$986	0.06%	92
2020 Q2	$154K	Buy	11,539 +74	+0.6%	+$982	0.08%	76
2020 Q1	$151K	Buy	11,465 +42	+0.4%	+$792	0.12%	63
2019 Q4	$263K	Buy	11,423 +64	+0.6%	+$1.36K	0.16%	61
2019 Q3	$221K	Buy	11,359 +59	+0.5%	+$1.17K	0.14%	66
2019 Q2	$231K	Buy	11,300 +48	+0.4%	+$994	0.15%	60
2019 Q1	$230K	Buy	11,252 +49	+0.4%	+$1.07K	0.15%	63
2018 Q4	$221K	Buy	11,203 +34	+0.3%	+$781	0.16%	62
2018 Q3	$297K	Buy	11,169 +35	+0.3%	+$935	0.19%	55
2018 Q2	$284K	Buy	11,134 +37	+0.3%	+$946	0.29%	52
2018 Q1	$273K	Buy	11,097 +33	+0.3%	+$831	0.19%	55
2017 Q4	$266K	Buy	11,064 +35	+0.3%	+$831	0.18%	61
2017 Q3	$258K	Hold	11,029	–	–	0.18%	59
2017 Q2	$235K	Buy	+11,029	New	+$253K	0.16%	62

Other funds holding FMBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MPS Loria Financial Planners's FMBI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of First Midwest Bancorp Inc/IL (FMBI) in Q2 2021, closing a stake of 11,763 shares — an estimated $257K sold.

MPS Loria Financial Planners first reported a position in FMBI in Q2 2017 and held it in 16 quarters. The position peaked at $297K in Q3 2018. 202 funds tracked by Wall St. Rank hold FMBI as of Q2 2021.

MPS Loria Financial Planners reported no remaining First Midwest Bancorp Inc/IL position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 11,763 First Midwest Bancorp Inc/IL shares in Q2 2021, an estimated $257K.
MPS Loria Financial Planners first reported a position in First Midwest Bancorp Inc/IL in Q2 2017 and held it in 16 quarters.
MPS Loria Financial Planners's First Midwest Bancorp Inc/IL position peaked at $297K in Q3 2018.
202 funds tracked by Wall St. Rank held First Midwest Bancorp Inc/IL as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.