FBNAT
MUAC

FirstMerit Bank N.A. Trustee’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

FirstMerit Bank N.A. Trustee’s Portfolio MUAC Stock Details MUAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,814
Closed -$558K – 300
2013
Q3 		$558K Buy
+10,814
New +$557K 0.05% 172

Other funds holding MUAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's MUAC Position: Q4 2013 in Review

FirstMerit Bank N.A. Trustee sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q4 2013, closing a stake of 10,814 shares — an estimated $558K sold.

FirstMerit Bank N.A. Trustee first reported a position in MUAC in Q3 2013 and held it in 1 quarter. The position peaked at $558K in Q3 2013. 25 funds tracked by Wall St. Rank hold MUAC as of Q4 2013.

  • FirstMerit Bank N.A. Trustee reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q4 2013 after selling out during the quarter.
  • FirstMerit Bank N.A. Trustee sold 10,814 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q4 2013, an estimated $558K.
  • FirstMerit Bank N.A. Trustee first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q3 2013 and held it in 1 quarter.
  • FirstMerit Bank N.A. Trustee's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $558K in Q3 2013.
  • 25 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q4 2013.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q4 2013, filed 7 Feb 2014.