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Wealthspire Advisors (Maryland)’s First Merchants FRME Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-319
Closed -$12K – 1022
2019
Q1 		$12K Sell
319
-215
-40% -$8.23K ﹤0.01% 1456
2018
Q4 		$18K Sell
534
-928
-63% -$37.7K ﹤0.01% 1244
2018
Q3 		$66K Sell
1,462
-1,058
-42% -$50.4K 0.01% 864
2018
Q2 		$117K Sell
2,520
-4
-0.2% -$179 0.01% 642
2018
Q1 		$105K Buy
2,524
+69
+3% +$2.95K 0.01% 696
2017
Q4 		$103K Sell
2,455
-73
-3% -$3.12K 0.01% 704
2017
Q3 		$109K Sell
2,528
-501
-17% -$20K 0.01% 672
2017
Q2 		$122K Buy
3,029
+50
+2% +$2.02K 0.01% 612
2017
Q1 		$117K Buy
2,979
+183
+7% +$7.13K 0.02% 544
2016
Q4 		$105K Buy
2,796
+129
+5% +$4.1K 0.02% 564
2016
Q3 		$71K Buy
2,667
+221
+9% +$5.84K 0.01% 679
2016
Q2 		$61K Buy
2,446
+1,152
+89% +$28.6K 0.01% 680
2016
Q1 		$30K Buy
1,294
+42
+3% +$959 0.01% 834
2015
Q4 		$32K Buy
+1,252
New +$33K 0.01% 823

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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

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

Wealthspire Advisors (Maryland) sold out of First Merchants (FRME) in Q2 2019, closing a stake of 319 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in FRME in Q4 2015 and held it in 14 quarters. The position peaked at $122K in Q2 2017. 186 funds tracked by Wall St. Rank hold FRME as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining First Merchants position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 319 First Merchants shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in First Merchants in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s First Merchants position peaked at $122K in Q2 2017.
  • 186 funds tracked by Wall St. Rank held First Merchants as of Q2 2019.

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