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Stewart West Indies Trading Company’s First Merchants FRME Stock Holding History

Stewart West Indies Trading Company’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
2015
Q1 		– Sell
-26,549
Closed -$604K – 47
2014
Q4 		$604K Hold
26,549
– – 0.06% 41
2014
Q3 		$537K Hold
26,549
– – 0.05% 40
2014
Q2 		$561K Hold
26,549
– – 0.06% 42
2014
Q1 		$575K Hold
26,549
– – 0.06% 41
2013
Q4 		$604K Buy
+26,549
New +$532K 0.07% 46

Other funds holding FRME

Wellington Management Group
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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Stewart West Indies Trading Company's FRME Position: Q1 2015 in Review

Stewart West Indies Trading Company sold out of First Merchants (FRME) in Q1 2015, closing a stake of 26,549 shares — an estimated $604K sold.

Stewart West Indies Trading Company first reported a position in FRME in Q4 2013 and held it in 5 quarters. The position peaked at $604K in Q4 2014. 145 funds tracked by Wall St. Rank hold FRME as of Q1 2015.

  • Stewart West Indies Trading Company reported no remaining First Merchants position as of Q1 2015 after selling out during the quarter.
  • Stewart West Indies Trading Company sold 26,549 First Merchants shares in Q1 2015, an estimated $604K.
  • Stewart West Indies Trading Company first reported a position in First Merchants in Q4 2013 and held it in 5 quarters.
  • Stewart West Indies Trading Company's First Merchants position peaked at $604K in Q4 2014.
  • 145 funds tracked by Wall St. Rank held First Merchants as of Q1 2015.

Based on Stewart West Indies Trading Company's 13F filing for Q1 2015, filed 15 May 2015.