Next Financial Group’s First Merchants FRME Stock Holding History

Next Financial Group’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	-28	Closed	-$1K	–	1053
2020 Q1	$1K	Hold	28	–	–	﹤0.01%	2004
2019 Q4	$1K	Hold	28	–	–	﹤0.01%	2270
2019 Q3	$1K	Hold	28	–	–	﹤0.01%	2214
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	2206
2019 Q1	$1K	Buy	+28	New	+$1.07K	﹤0.01%	1550

Other funds holding FRME

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Next Financial Group's FRME Position: Q2 2020 in Review

Next Financial Group sold out of First Merchants (FRME) in Q2 2020, closing a stake of 28 shares — an estimated $1K sold.

Next Financial Group first reported a position in FRME in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q1 2020. 182 funds tracked by Wall St. Rank hold FRME as of Q2 2020.

Next Financial Group reported no remaining First Merchants position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 28 First Merchants shares in Q2 2020, an estimated $1K.
Next Financial Group first reported a position in First Merchants in Q1 2019 and held it in 5 quarters.
Next Financial Group's First Merchants position peaked at $1K in Q1 2020.
182 funds tracked by Wall St. Rank held First Merchants as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.