FirstMerit Bank N.A. Trustee’s IBM IBM Stock Holding History

FirstMerit Bank N.A. Trustee’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$5.51M	Sell	37,960 -1,352	-3%	-$194K	0.44%	67
2016 Q1	$5.69M	Sell	39,312 -1,075	-3%	-$137K	0.47%	61
2015 Q4	$5.31M	Sell	40,387 -676	-2%	-$90.8K	0.45%	61
2015 Q3	$5.69M	Sell	41,063 -1,064	-3%	-$157K	0.5%	55
2015 Q2	$6.55M	Sell	42,127 -1,882	-4%	-$302K	0.54%	54
2015 Q1	$6.75M	Sell	44,009 -223	-0.5%	-$33.8K	0.55%	59
2014 Q4	$6.79M	Sell	44,232 -5,585	-11%	-$889K	0.55%	57
2014 Q3	$9.04M	Sell	49,817 -7,412	-13%	-$1.35M	0.76%	43
2014 Q2	$9.92M	Sell	57,229 -2,945	-5%	-$530K	0.83%	37
2014 Q1	$11.1M	Sell	60,174 -12,981	-18%	-$2.29M	0.96%	30
2013 Q4	$13.1M	Sell	73,155 -8,214	-10%	-$1.42M	1.16%	24
2013 Q3	$14.4M	Sell	81,369 -537	-0.7%	-$97.6K	1.33%	19
2013 Q2	$15M	Buy	+81,906	New	+$16M	1.42%	18

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FirstMerit Bank N.A. Trustee's IBM Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee reduced its IBM (IBM) stake by 3.4% in Q2 2016, selling an estimated $194K and leaving 37,960 shares worth $5.51M. The position accounts for 0.44% of the portfolio, ranked #67.

FirstMerit Bank N.A. Trustee first reported a position in IBM in Q2 2013 and has held it in 13 quarters since. The position peaked at $15M in Q2 2013. 1,725 funds tracked by Wall St. Rank hold IBM as of Q2 2016.

FirstMerit Bank N.A. Trustee held 37,960 shares of IBM worth $5.51M as of Q2 2016.
FirstMerit Bank N.A. Trustee sold 1,352 IBM shares in Q2 2016, an estimated $194K.
IBM made up 0.44% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #67 holding.
FirstMerit Bank N.A. Trustee first reported a position in IBM in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's IBM position peaked at $15M in Q2 2013.
1,725 funds tracked by Wall St. Rank held IBM as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.