Creative Planning
FMER

Creative Planning’s FIRSTMERIT CORP FMER Stock Holding History

Creative Planning’s Portfolio FMER Stock Details FMER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6,807
Closed -$138K – 4912
2016
Q2 		$138K Hold
6,807
– – ﹤0.01% 1467
2016
Q1 		$143K Hold
6,807
– – ﹤0.01% 1412
2015
Q4 		$127K Buy
6,807
+471
+7% +$8.96K ﹤0.01% 1493
2015
Q3 		$112K Buy
+6,336
New +$119K ﹤0.01% 1534
2015
Q2 		– Sell
-6,054
Closed -$115K – 3847
2015
Q1 		$115K Sell
6,054
-4,961
-45% -$89.8K ﹤0.01% 1503
2014
Q4 		$208K Buy
11,015
+3,874
+54% +$69.7K ﹤0.01% 1118
2014
Q3 		$126K Buy
7,141
+363
+5% +$6.55K ﹤0.01% 1325
2014
Q2 		$134K Buy
6,778
+500
+8% +$9.79K ﹤0.01% 1252
2014
Q1 		$131K Buy
6,278
+1,651
+36% +$35K ﹤0.01% 1231
2013
Q4 		$103K Buy
4,627
+4,450
+2,514% +$100K ﹤0.01% 1186
2013
Q3 		$4K Hold
177
– – ﹤0.01% 2841
2013
Q2 		$4K Buy
+177
New +$3.15K ﹤0.01% 2656

Creative Planning's FMER Position: Q3 2016 in Review

Creative Planning sold out of FIRSTMERIT CORP (FMER) in Q3 2016, closing a stake of 6,807 shares — an estimated $138K sold.

Creative Planning first reported a position in FMER in Q2 2013 and held it in 12 quarters. The position peaked at $208K in Q4 2014. 0 funds tracked by Wall St. Rank hold FMER as of Q3 2016.

  • Creative Planning reported no remaining FIRSTMERIT CORP position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 6,807 FIRSTMERIT CORP shares in Q3 2016, an estimated $138K.
  • Creative Planning first reported a position in FIRSTMERIT CORP in Q2 2013 and held it in 12 quarters.
  • Creative Planning's FIRSTMERIT CORP position peaked at $208K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held FIRSTMERIT CORP as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.