Luther King Capital Management (LKCM)
FMER

Luther King Capital Management (LKCM)’s FIRSTMERIT CORP FMER Stock Holding History

Luther King Capital Management (LKCM)’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
-11,300
Closed -$245K – 668
2013
Q3 		$245K Sell
11,300
-18,500
-62% -$402K ﹤0.01% 634
2013
Q2 		$597K Buy
+29,800
New +$531K 0.01% 504

Other funds holding FMER

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 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 $336B AUM 34.66% 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

Luther King Capital Management (LKCM)'s FMER Position: Q4 2013 in Review

Luther King Capital Management (LKCM) sold out of FIRSTMERIT CORP (FMER) in Q4 2013, closing a stake of 11,300 shares — an estimated $245K sold.

Luther King Capital Management (LKCM) first reported a position in FMER in Q2 2013 and held it in 2 quarters. The position peaked at $597K in Q2 2013. 254 funds tracked by Wall St. Rank hold FMER as of Q4 2013.

  • Luther King Capital Management (LKCM) reported no remaining FIRSTMERIT CORP position as of Q4 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 11,300 FIRSTMERIT CORP shares in Q4 2013, an estimated $245K.
  • Luther King Capital Management (LKCM) first reported a position in FIRSTMERIT CORP in Q2 2013 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s FIRSTMERIT CORP position peaked at $597K in Q2 2013.
  • 254 funds tracked by Wall St. Rank held FIRSTMERIT CORP as of Q4 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2013, filed 12 Feb 2014.