MIS
FMER

Morningstar Investment Services’s FIRSTMERIT CORP FMER Stock Holding History

Morningstar Investment Services’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
2016
Q1 		– Sell
-96,738
Closed -$1.8M – 243
2015
Q4 		$1.8M Sell
96,738
-358,094
-79% -$6.82M 0.07% 142
2015
Q3 		$8.04M Sell
454,832
-26,542
-6% -$498K 0.34% 80
2015
Q2 		$10M Sell
481,374
-2,386
-0.5% -$47.4K 0.43% 72
2015
Q1 		$9.22M Buy
483,760
+212,987
+79% +$3.86M 0.4% 73
2014
Q4 		$5.12M Buy
270,773
+195,689
+261% +$3.52M 0.24% 93
2014
Q3 		$1.32M Buy
75,084
+35,613
+90% +$642K 0.07% 141
2014
Q2 		$780K Sell
39,471
-3,975
-9% -$77.8K 0.05% 148
2014
Q1 		$905K Sell
43,446
-35,452
-45% -$751K 0.06% 138
2013
Q4 		$1.75M Sell
78,898
-10,580
-12% -$238K 0.13% 123
2013
Q3 		$1.96M Sell
89,478
-125,094
-58% -$2.72M 0.17% 114
2013
Q2 		$4.3M Buy
+214,572
New +$3.82M 0.45% 61

Other funds holding FMER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's FMER Position: Q1 2016 in Review

Morningstar Investment Services sold out of FIRSTMERIT CORP (FMER) in Q1 2016, closing a stake of 96,738 shares — an estimated $1.8M sold.

Morningstar Investment Services first reported a position in FMER in Q2 2013 and held it in 11 quarters. The position peaked at $10M in Q2 2015. 239 funds tracked by Wall St. Rank hold FMER as of Q1 2016.

  • Morningstar Investment Services reported no remaining FIRSTMERIT CORP position as of Q1 2016 after selling out during the quarter.
  • Morningstar Investment Services sold 96,738 FIRSTMERIT CORP shares in Q1 2016, an estimated $1.8M.
  • Morningstar Investment Services first reported a position in FIRSTMERIT CORP in Q2 2013 and held it in 11 quarters.
  • Morningstar Investment Services's FIRSTMERIT CORP position peaked at $10M in Q2 2015.
  • 239 funds tracked by Wall St. Rank held FIRSTMERIT CORP as of Q1 2016.

Based on Morningstar Investment Services's 13F filing for Q1 2016, filed 16 May 2016.