LWA
FMER

Lenox Wealth Advisors’s FIRSTMERIT CORP FMER Stock Holding History

Lenox 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
2013
Q4 		– Sell
-137
Closed -$3K – 429
2013
Q3 		$3K Buy
+137
New +$2.98K ﹤0.01% 225

Other funds holding FMER

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lenox Wealth Advisors's FMER Position: Q4 2013 in Review

Lenox Wealth Advisors sold out of FIRSTMERIT CORP (FMER) in Q4 2013, closing a stake of 137 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in FMER in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 254 funds tracked by Wall St. Rank hold FMER as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining FIRSTMERIT CORP position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 137 FIRSTMERIT CORP shares in Q4 2013, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in FIRSTMERIT CORP in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's FIRSTMERIT CORP position peaked at $3K in Q3 2013.
  • 254 funds tracked by Wall St. Rank held FIRSTMERIT CORP as of Q4 2013.

Based on Lenox Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.