Ronald Blue & Co’s First Merchants FRME Stock Holding History

Ronald Blue & Co’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
2017 Q2	$332K	Sell	8,270 -1,231	-13%	-$49.7K	0.01%	148
2017 Q1	$374K	Sell	9,501 -1,874	-16%	-$73.1K	0.01%	133
2016 Q4	$428K	Sell	11,375 -1,535	-12%	-$48.8K	0.02%	122
2016 Q3	$346K	Sell	12,910 -520	-4%	-$13.7K	0.01%	132
2016 Q2	$335K	Buy	13,430 +26	+0.2%	+$646	0.02%	135
2016 Q1	$316K	Buy	13,404 +397	+3%	+$9.06K	0.02%	133
2015 Q4	$331K	Sell	13,007 -1,890	-13%	-$49.8K	0.02%	120
2015 Q3	$391K	Buy	+14,897	New	+$385K	0.02%	173

Other funds holding FRME

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ronald Blue & Co's FRME Position: Q2 2017 in Review

Ronald Blue & Co reduced its First Merchants (FRME) stake by 13% in Q2 2017, selling an estimated $49.7K and leaving 8,270 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #148.

Ronald Blue & Co first reported a position in FRME in Q3 2015 and has held it in 8 quarters since. The position peaked at $428K in Q4 2016. 175 funds tracked by Wall St. Rank hold FRME as of Q2 2017.

Ronald Blue & Co held 8,270 shares of First Merchants worth $332K as of Q2 2017.
Ronald Blue & Co sold 1,231 First Merchants shares in Q2 2017, an estimated $49.7K.
First Merchants made up 0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #148 holding.
Ronald Blue & Co first reported a position in First Merchants in Q3 2015 and has held it in 8 quarters since.
Ronald Blue & Co's First Merchants position peaked at $428K in Q4 2016.
175 funds tracked by Wall St. Rank held First Merchants as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.