YorkBridge Wealth Partners’s First Merchants FRME Stock Holding History

YorkBridge Wealth 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 Q2	–	Sell	-320	Closed	-$12K	–	757
2019 Q1	$12K	Sell	320 -285	-47%	-$10.9K	0.01%	547
2018 Q4	$21K	Hold	605	–	–	0.01%	454
2018 Q3	$27K	Buy	605 +6	+1%	+$286	0.01%	448
2018 Q2	$28K	Buy	599 +20	+3%	+$897	0.01%	449
2018 Q1	$25K	Buy	579 +82	+16%	+$3.51K	0.01%	471
2017 Q4	$21K	Sell	497 -17	-3%	-$726	0.01%	502
2017 Q3	$22K	Hold	514	–	–	0.01%	495
2017 Q2	$21K	Sell	514 -72	-12%	-$2.9K	0.01%	497
2017 Q1	$24K	Buy	586 +193	+49%	+$7.52K	0.01%	460
2016 Q4	$13K	Buy	+393	New	+$12.5K	0.01%	528

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YorkBridge Wealth Partners's FRME Position: Q2 2019 in Review

YorkBridge Wealth Partners sold out of First Merchants (FRME) in Q2 2019, closing a stake of 320 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in FRME in Q4 2016 and held it in 10 quarters. The position peaked at $28K in Q2 2018. 186 funds tracked by Wall St. Rank hold FRME as of Q2 2019.

YorkBridge Wealth Partners reported no remaining First Merchants position as of Q2 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 320 First Merchants shares in Q2 2019, an estimated $12K.
YorkBridge Wealth Partners first reported a position in First Merchants in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's First Merchants position peaked at $28K in Q2 2018.
186 funds tracked by Wall St. Rank held First Merchants as of Q2 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2019, filed 18 Jul 2019.