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Wealthcare Advisory Partners’s First Merchants FRME Stock Holding History

Wealthcare Advisory Partners’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
Q4 		– Sell
-351
Closed -$13K – 1402
2019
Q3 		$13K Buy
+351
New +$13.1K ﹤0.01% 865

Other funds holding FRME

Vanguard Group
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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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthcare Advisory Partners's FRME Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of First Merchants (FRME) in Q4 2019, closing a stake of 351 shares — an estimated $13K sold.

Wealthcare Advisory Partners first reported a position in FRME in Q3 2019 and held it in 1 quarter. The position peaked at $13K in Q3 2019. 196 funds tracked by Wall St. Rank hold FRME as of Q4 2019.

  • Wealthcare Advisory Partners reported no remaining First Merchants position as of Q4 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 351 First Merchants shares in Q4 2019, an estimated $13K.
  • Wealthcare Advisory Partners first reported a position in First Merchants in Q3 2019 and held it in 1 quarter.
  • Wealthcare Advisory Partners's First Merchants position peaked at $13K in Q3 2019.
  • 196 funds tracked by Wall St. Rank held First Merchants as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.