United Capital Financial Advisors’s First Merchants FRME Stock Holding History

United Capital 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
2020 Q1	–	Sell	-6,098	Closed	-$254K	–	1254
2019 Q4	$254K	Buy	+6,098	New	+$243K	﹤0.01%	1205
2019 Q3	–	Sell	-8,409	Closed	-$319K	–	1380
2019 Q2	$319K	Sell	8,409 -9,761	-54%	-$357K	﹤0.01%	1183
2019 Q1	$670K	Buy	18,170 +12,018	+195%	+$460K	﹤0.01%	895
2018 Q4	$211K	Sell	6,152 -177	-3%	-$7.19K	﹤0.01%	1187
2018 Q3	$285K	Sell	6,329 -164	-3%	-$7.8K	﹤0.01%	1125
2018 Q2	$301K	Sell	6,493 -108	-2%	-$4.84K	﹤0.01%	1076
2018 Q1	$275K	Hold	6,601	–	–	﹤0.01%	1121
2017 Q4	$278K	Hold	6,601	–	–	﹤0.01%	1141
2017 Q3	$283K	Buy	+6,601	New	+$263K	﹤0.01%	1130

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

United Capital Financial Advisors's FRME Position: Q1 2020 in Review

United Capital Financial Advisors sold out of First Merchants (FRME) in Q1 2020, closing a stake of 6,098 shares — an estimated $254K sold.

United Capital Financial Advisors first reported a position in FRME in Q3 2017 and held it in 9 quarters. The position peaked at $670K in Q1 2019. 184 funds tracked by Wall St. Rank hold FRME as of Q1 2020.

United Capital Financial Advisors reported no remaining First Merchants position as of Q1 2020 after selling out during the quarter.
United Capital Financial Advisors sold 6,098 First Merchants shares in Q1 2020, an estimated $254K.
United Capital Financial Advisors first reported a position in First Merchants in Q3 2017 and held it in 9 quarters.
United Capital Financial Advisors's First Merchants position peaked at $670K in Q1 2019.
184 funds tracked by Wall St. Rank held First Merchants as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.