OWA
FMBI

One Wealth Advisors’s First Midwest Bancorp Inc/IL FMBI Stock Holding History

One Wealth Advisors’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
2019
Q2 		– Sell
-144
Closed -$3K – 533
2019
Q1 		$3K Buy
+144
New +$3.14K ﹤0.01% 458
2018
Q4 		– Sell
-97
Closed -$3K – 530
2018
Q3 		$3K Buy
97
+38
+64% +$1.02K ﹤0.01% 489
2018
Q2 		$2K Sell
59
-37
-39% -$946 ﹤0.01% 522
2018
Q1 		$2K Buy
+96
New +$2.42K ﹤0.01% 491

Other funds holding FMBI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

One Wealth Advisors's FMBI Position: Q2 2019 in Review

One Wealth Advisors sold out of First Midwest Bancorp Inc/IL (FMBI) in Q2 2019, closing a stake of 144 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in FMBI in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 219 funds tracked by Wall St. Rank hold FMBI as of Q2 2019.

  • One Wealth Advisors reported no remaining First Midwest Bancorp Inc/IL position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 144 First Midwest Bancorp Inc/IL shares in Q2 2019, an estimated $3K.
  • One Wealth Advisors first reported a position in First Midwest Bancorp Inc/IL in Q1 2018 and held it in 4 quarters.
  • One Wealth Advisors's First Midwest Bancorp Inc/IL position peaked at $3K in Q1 2019.
  • 219 funds tracked by Wall St. Rank held First Midwest Bancorp Inc/IL as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.