SKK
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Shepherd Kaplan Krochuk’s First Merchants FRME Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q1 		– Sell
-13,450
Closed -$306K – 606
2013
Q4 		$306K Buy
+13,450
New +$269K 0.04% 306

Other funds holding FRME

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Shepherd Kaplan Krochuk's FRME Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of First Merchants (FRME) in Q1 2014, closing a stake of 13,450 shares — an estimated $306K sold.

Shepherd Kaplan Krochuk first reported a position in FRME in Q4 2013 and held it in 1 quarter. The position peaked at $306K in Q4 2013. 121 funds tracked by Wall St. Rank hold FRME as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining First Merchants position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 13,450 First Merchants shares in Q1 2014, an estimated $306K.
  • Shepherd Kaplan Krochuk first reported a position in First Merchants in Q4 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's First Merchants position peaked at $306K in Q4 2013.
  • 121 funds tracked by Wall St. Rank held First Merchants as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.