FirstMerit Bank N.A. Trustee’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$11.1M	Buy	94,994 +7,438	+8%	+$854K	0.89%	32
2016 Q1	$10M	Sell	87,556 -3,459	-4%	-$386K	0.83%	36
2015 Q4	$9.98M	Sell	91,015 -4,002	-4%	-$442K	0.85%	36
2015 Q3	$10.5M	Sell	95,017 -3,389	-3%	-$378K	0.93%	33
2015 Q2	$11M	Sell	98,406 -7,452	-7%	-$842K	0.91%	31
2015 Q1	$12M	Sell	105,858 -2,309	-2%	-$262K	0.98%	28
2014 Q4	$12.1M	Sell	108,167 -3,275	-3%	-$370K	0.99%	27
2014 Q3	$12.5M	Sell	111,442 -581	-0.5%	-$66.4K	1.05%	23
2014 Q2	$12.9M	Sell	112,023 -3,346	-3%	-$381K	1.08%	24
2014 Q1	$12.9M	Sell	115,369 -9,078	-7%	-$1.02M	1.12%	23
2013 Q4	$13.7M	Sell	124,447 -8,956	-7%	-$1,000K	1.21%	21
2013 Q3	$15M	Sell	133,403 -50,207	-27%	-$5.6M	1.39%	18
2013 Q2	$20.6M	Buy	+183,610	New	+$21.7M	1.95%	10

Other funds holding TIP

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

BFA

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

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

FirstMerit Bank N.A. Trustee increased its iShares TIPS Bond ETF (TIP) stake by 8.5% in Q2 2016, buying an estimated $854K and bringing the position to 94,994 shares worth $11.1M. The position accounts for 0.89% of the portfolio, ranked #32.

FirstMerit Bank N.A. Trustee first reported a position in TIP in Q2 2013 and has held it in 13 quarters since. The position peaked at $20.6M in Q2 2013. 559 funds tracked by Wall St. Rank hold TIP as of Q2 2016.

FirstMerit Bank N.A. Trustee held 94,994 shares of iShares TIPS Bond ETF worth $11.1M as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 7,438 iShares TIPS Bond ETF shares in Q2 2016, an estimated $854K.
iShares TIPS Bond ETF made up 0.89% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #32 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's iShares TIPS Bond ETF position peaked at $20.6M in Q2 2013.
559 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2016.

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