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NewSquare Capital’s First Merchants FRME Stock Holding History

NewSquare Capital’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 		– Sell
-115
Closed -$3K – 373
2016
Q3 		$3K Buy
+115
New +$3.04K ﹤0.01% 389

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Goldman Sachs
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Lord, Abbett & Co
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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

NewSquare Capital's FRME Position: Q4 2016 in Review

NewSquare Capital sold out of First Merchants (FRME) in Q4 2016, closing a stake of 115 shares — an estimated $3K sold.

NewSquare Capital first reported a position in FRME in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 170 funds tracked by Wall St. Rank hold FRME as of Q4 2016.

  • NewSquare Capital reported no remaining First Merchants position as of Q4 2016 after selling out during the quarter.
  • NewSquare Capital sold 115 First Merchants shares in Q4 2016, an estimated $3K.
  • NewSquare Capital first reported a position in First Merchants in Q3 2016 and held it in 1 quarter.
  • NewSquare Capital's First Merchants position peaked at $3K in Q3 2016.
  • 170 funds tracked by Wall St. Rank held First Merchants as of Q4 2016.

Based on NewSquare Capital's 13F filing for Q4 2016, filed 1 Feb 2017.