OneDigital Investment Advisors’s First Merchants FRME Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-840	Closed	-$32K	–	775
2019 Q2	$32K	Hold	840	–	–	﹤0.01%	664
2019 Q1	$31K	Hold	840	–	–	﹤0.01%	612
2018 Q4	$29K	Buy	+840	New	+$34.1K	﹤0.01%	581

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

OneDigital Investment Advisors's FRME Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of First Merchants (FRME) in Q3 2019, closing a stake of 840 shares — an estimated $32K sold.

OneDigital Investment Advisors first reported a position in FRME in Q4 2018 and held it in 3 quarters. The position peaked at $32K in Q2 2019. 183 funds tracked by Wall St. Rank hold FRME as of Q3 2019.

OneDigital Investment Advisors reported no remaining First Merchants position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 840 First Merchants shares in Q3 2019, an estimated $32K.
OneDigital Investment Advisors first reported a position in First Merchants in Q4 2018 and held it in 3 quarters.
OneDigital Investment Advisors's First Merchants position peaked at $32K in Q2 2019.
183 funds tracked by Wall St. Rank held First Merchants as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.