WAM
FMBI

Wealthspire Advisors (Maryland)’s First Midwest Bancorp Inc/IL FMBI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FMBI Stock Details FMBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-276
Closed -$6K – 2311
2019
Q1 		$6K Hold
276
– – ﹤0.01% 1787
2018
Q4 		$5K Buy
276
+14
+5% +$322 ﹤0.01% 1771
2018
Q3 		$7K Buy
262
+69
+36% +$1.84K ﹤0.01% 1694
2018
Q2 		$5K Hold
193
– – ﹤0.01% 1833
2018
Q1 		$5K Hold
193
– – ﹤0.01% 1851
2017
Q4 		$5K Buy
193
+176
+1,035% +$4.18K ﹤0.01% 1861
2017
Q3 		$0 Buy
+17
New +$378 ﹤0.01% 2542

Other funds holding FMBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FMBI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Midwest Bancorp Inc/IL (FMBI) in Q2 2019, closing a stake of 276 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in FMBI in Q3 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2018. 219 funds tracked by Wall St. Rank hold FMBI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining First Midwest Bancorp Inc/IL position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 276 First Midwest Bancorp Inc/IL shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in First Midwest Bancorp Inc/IL in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s First Midwest Bancorp Inc/IL position peaked at $7K in Q3 2018.
  • 219 funds tracked by Wall St. Rank held First Midwest Bancorp Inc/IL as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.