MFS
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MSI Financial Services’s First Merchants FRME Stock Holding History

MSI Financial 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
2016
Q4 		$3K Hold
78
– – ﹤0.01% 3344
2016
Q3 		$2K Hold
78
– – ﹤0.01% 3492
2016
Q2 		$2K Hold
78
– – ﹤0.01% 3502
2016
Q1 		$2K Hold
78
– – ﹤0.01% 3525
2015
Q4 		$2K Buy
+78
New +$2.05K ﹤0.01% 3436

Other funds holding FRME

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MSI Financial Services's FRME Position: Q4 2016 in Review

MSI Financial Services held its First Merchants (FRME) position steady in Q4 2016 at 78 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

MSI Financial Services first reported a position in FRME in Q4 2015 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold FRME as of Q4 2016.

  • MSI Financial Services held 78 shares of First Merchants worth $3K as of Q4 2016.
  • MSI Financial Services left its First Merchants share count unchanged in Q4 2016.
  • First Merchants made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3344 holding.
  • MSI Financial Services first reported a position in First Merchants in Q4 2015 and has held it in 5 quarters since.
  • 170 funds tracked by Wall St. Rank held First Merchants as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.