FirstMerit Bank N.A. Trustee’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-4,390	Closed	-$228K	–	312
2015 Q3	$228K	Sell	4,390 -22	-0.5%	-$1.17K	0.02%	289
2015 Q2	$242K	Buy	4,412 +141	+3%	+$7.82K	0.02%	283
2015 Q1	$233K	Sell	4,271 -154	-3%	-$8.55K	0.02%	289
2014 Q4	$252K	Sell	4,425 -863	-16%	-$50.5K	0.02%	278
2014 Q3	$310K	Sell	5,288 -1,278	-19%	-$78.4K	0.03%	258
2014 Q2	$407K	Sell	6,566 -265	-4%	-$16.2K	0.03%	226
2014 Q1	$410K	Buy	6,831 +344	+5%	+$20.2K	0.04%	226
2013 Q4	$379K	Sell	6,487 -1,740	-21%	-$103K	0.03%	220
2013 Q3	$490K	Sell	8,227 -37,153	-82%	-$2.17M	0.05%	186
2013 Q2	$2.61M	Buy	+45,380	New	+$2.79M	0.25%	92

Other funds holding WIP

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's WIP Position: Q4 2015 in Review

FirstMerit Bank N.A. Trustee sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2015, closing a stake of 4,390 shares — an estimated $228K sold.

FirstMerit Bank N.A. Trustee first reported a position in WIP in Q2 2013 and held it in 10 quarters. The position peaked at $2.61M in Q2 2013. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2015.

FirstMerit Bank N.A. Trustee reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2015 after selling out during the quarter.
FirstMerit Bank N.A. Trustee sold 4,390 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2015, an estimated $228K.
FirstMerit Bank N.A. Trustee first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 10 quarters.
FirstMerit Bank N.A. Trustee's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $2.61M in Q2 2013.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2015.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q4 2015, filed 15 Jan 2016.