Royal Fund Management’s First Merchants FRME Stock Holding History

Royal Fund Management’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	-228	Closed	-$6K	–	282
2020 Q1	$6K	Hold	228	–	–	﹤0.01%	410
2019 Q4	$9K	Hold	228	–	–	﹤0.01%	426
2019 Q3	$8K	Hold	228	–	–	﹤0.01%	406
2019 Q2	$8K	Hold	228	–	–	﹤0.01%	397
2019 Q1	$8K	Hold	228	–	–	﹤0.01%	385
2018 Q4	$7K	Hold	228	–	–	﹤0.01%	374
2018 Q3	$10K	Hold	228	–	–	﹤0.01%	327
2018 Q2	$10K	Hold	228	–	–	﹤0.01%	356
2018 Q1	$9K	Hold	228	–	–	﹤0.01%	347
2017 Q4	$9K	Hold	228	–	–	﹤0.01%	376
2017 Q3	$9K	Hold	228	–	–	﹤0.01%	308
2017 Q2	$9K	Hold	228	–	–	﹤0.01%	273
2017 Q1	$8K	Hold	228	–	–	﹤0.01%	283
2016 Q4	$8K	Buy	+228	New	+$7.25K	﹤0.01%	273

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

Royal Fund Management's FRME Position: Q2 2020 in Review

Royal Fund Management sold out of First Merchants (FRME) in Q2 2020, closing a stake of 228 shares — an estimated $6K sold.

Royal Fund Management first reported a position in FRME in Q4 2016 and held it in 14 quarters. The position peaked at $10K in Q3 2018. 182 funds tracked by Wall St. Rank hold FRME as of Q2 2020.

Royal Fund Management reported no remaining First Merchants position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 228 First Merchants shares in Q2 2020, an estimated $6K.
Royal Fund Management first reported a position in First Merchants in Q4 2016 and held it in 14 quarters.
Royal Fund Management's First Merchants position peaked at $10K in Q3 2018.
182 funds tracked by Wall St. Rank held First Merchants as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.