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Sequoia Financial Advisors’s First Merchants FRME Stock Holding History

Sequoia Financial 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
Q1 		– Sell
-12,536
Closed -$430K – 370
2018
Q4 		$430K Buy
+12,536
New +$509K 0.05% 157

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sequoia Financial Advisors's FRME Position: Q1 2019 in Review

Sequoia Financial Advisors sold out of First Merchants (FRME) in Q1 2019, closing a stake of 12,536 shares — an estimated $430K sold.

Sequoia Financial Advisors first reported a position in FRME in Q4 2018 and held it in 1 quarter. The position peaked at $430K in Q4 2018. 191 funds tracked by Wall St. Rank hold FRME as of Q1 2019.

  • Sequoia Financial Advisors reported no remaining First Merchants position as of Q1 2019 after selling out during the quarter.
  • Sequoia Financial Advisors sold 12,536 First Merchants shares in Q1 2019, an estimated $430K.
  • Sequoia Financial Advisors first reported a position in First Merchants in Q4 2018 and held it in 1 quarter.
  • Sequoia Financial Advisors's First Merchants position peaked at $430K in Q4 2018.
  • 191 funds tracked by Wall St. Rank held First Merchants as of Q1 2019.

Based on Sequoia Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.