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Retirement Income Solutions’s First Merchants FRME Stock Holding History

Retirement Income Solutions’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
Q1 		– Sell
-4,897
Closed -$204K – 77
2019
Q4 		$204K Buy
+4,897
New +$196K 0.08% 74

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Income Solutions's FRME Position: Q1 2020 in Review

Retirement Income Solutions sold out of First Merchants (FRME) in Q1 2020, closing a stake of 4,897 shares — an estimated $204K sold.

Retirement Income Solutions first reported a position in FRME in Q4 2019 and held it in 1 quarter. The position peaked at $204K in Q4 2019. 184 funds tracked by Wall St. Rank hold FRME as of Q1 2020.

  • Retirement Income Solutions reported no remaining First Merchants position as of Q1 2020 after selling out during the quarter.
  • Retirement Income Solutions sold 4,897 First Merchants shares in Q1 2020, an estimated $204K.
  • Retirement Income Solutions first reported a position in First Merchants in Q4 2019 and held it in 1 quarter.
  • Retirement Income Solutions's First Merchants position peaked at $204K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held First Merchants as of Q1 2020.

Based on Retirement Income Solutions's 13F filing for Q1 2020, filed 11 May 2020.