KFA
FMER
Kelleher Financial Advisors’s FIRSTMERIT CORP FMER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-55,984
| Closed | -$1.13M | – | 153 |
|
|
2016
Q2 | $1.13M | Hold |
55,984
| – | – | 0.69% | 42 |
|
|
2016
Q1 | $1.18M | Sell |
55,984
-1,000
| -2% | -$21K | 0.65% | 43 |
|
|
2015
Q4 | $1.06M | Sell |
56,984
-1,000
| -2% | -$18.6K | 0.72% | 41 |
|
|
2015
Q3 | $1.02M | Sell |
57,984
-414
| -0.7% | -$7.31K | 0.68% | 43 |
|
|
2015
Q2 | $1.22M | Hold |
58,398
| – | – | 0.69% | 41 |
|
|
2015
Q1 | $1.11M | Sell |
58,398
-2,914
| -5% | -$55.5K | 0.61% | 46 |
|
|
2014
Q4 | $1.16M | Sell |
61,312
-1,264
| -2% | -$23.9K | 0.62% | 45 |
|
|
2014
Q3 | $1.15M | Sell |
62,576
-1,527
| -2% | -$28K | 0.62% | 48 |
|
|
2014
Q2 | $1.27M | Hold |
64,103
| – | – | 0.66% | 42 |
|
|
2014
Q1 | $1.34M | Sell |
64,103
-296
| -0.5% | -$6.16K | 0.73% | 39 |
|
|
2013
Q4 | $1.43M | Sell |
64,399
-14,785
| -19% | -$329K | 0.74% | 40 |
|
|
2013
Q3 | $1.72M | Hold |
79,184
| – | – | 0.98% | 35 |
|
|
2013
Q2 | $1.59M | Buy |
+79,184
| New | +$1.59M | 0.97% | 34 |
|