JWA
FMER

JFS Wealth Advisors’s FIRSTMERIT CORP FMER Stock Holding History

JFS Wealth Advisors’s Portfolio FMER Stock Details FMER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-200
Closed -$4K – 603
2015
Q2 		$4K Hold
200
– – ﹤0.01% 432
2015
Q1 		$4K Buy
+200
New +$3.62K ﹤0.01% 435

Other funds holding FMER

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

JFS Wealth Advisors's FMER Position: Q3 2015 in Review

JFS Wealth Advisors sold out of FIRSTMERIT CORP (FMER) in Q3 2015, closing a stake of 200 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in FMER in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q2 2015. 256 funds tracked by Wall St. Rank hold FMER as of Q3 2015.

  • JFS Wealth Advisors reported no remaining FIRSTMERIT CORP position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 200 FIRSTMERIT CORP shares in Q3 2015, an estimated $4K.
  • JFS Wealth Advisors first reported a position in FIRSTMERIT CORP in Q1 2015 and held it in 2 quarters.
  • JFS Wealth Advisors's FIRSTMERIT CORP position peaked at $4K in Q2 2015.
  • 256 funds tracked by Wall St. Rank held FIRSTMERIT CORP as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.