FirstMerit Bank N.A. Trustee’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$463K	Buy	9,701 +461	+5%	+$21.8K	0.04%	215
2016 Q1	$433K	Sell	9,240 -625	-6%	-$27.9K	0.04%	208
2015 Q4	$463K	Sell	9,865 -25	-0.3%	-$1.18K	0.04%	207
2015 Q3	$431K	Sell	9,890 -1,185	-11%	-$54.8K	0.04%	222
2015 Q2	$521K	Sell	11,075 -1,677	-13%	-$80.1K	0.04%	205
2015 Q1	$596K	Sell	12,752 -1,275	-9%	-$59.8K	0.05%	185
2014 Q4	$662K	Buy	14,027 +400	+3%	+$18.3K	0.05%	173
2014 Q3	$613K	Sell	13,627 -448	-3%	-$20.2K	0.05%	177
2014 Q2	$628K	Sell	14,075 -1,709	-11%	-$73.9K	0.05%	180
2014 Q1	$671K	Sell	15,784 -1,061	-6%	-$44.3K	0.06%	172
2013 Q4	$707K	Sell	16,845 -215	-1%	-$8.66K	0.06%	162
2013 Q3	$650K	Sell	17,060 -2,140	-11%	-$81.4K	0.06%	152
2013 Q2	$702K	Buy	+19,200	New	+$703K	0.07%	146

Other funds holding IWL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FirstMerit Bank N.A. Trustee increased its iShares Russell Top 200 ETF (IWL) stake by 5% in Q2 2016, buying an estimated $21.8K and bringing the position to 9,701 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #215.

FirstMerit Bank N.A. Trustee first reported a position in IWL in Q2 2013 and has held it in 13 quarters since. The position peaked at $707K in Q4 2013. 28 funds tracked by Wall St. Rank hold IWL as of Q2 2016.

FirstMerit Bank N.A. Trustee held 9,701 shares of iShares Russell Top 200 ETF worth $463K as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 461 iShares Russell Top 200 ETF shares in Q2 2016, an estimated $21.8K.
iShares Russell Top 200 ETF made up 0.04% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #215 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares Russell Top 200 ETF in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's iShares Russell Top 200 ETF position peaked at $707K in Q4 2013.
28 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2016.

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