NFG
FMER

Next Financial Group’s FIRSTMERIT CORP FMER Stock Holding History

Next Financial Group’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
2014
Q4 		– Sell
-200
Closed -$4K – 2567
2014
Q3 		$4K Hold
200
– – ﹤0.01% 2192
2014
Q2 		$3K Buy
+200
New +$3.91K ﹤0.01% 1041

Other funds holding FMER

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Next Financial Group's FMER Position: Q4 2014 in Review

Next Financial Group sold out of FIRSTMERIT CORP (FMER) in Q4 2014, closing a stake of 200 shares — an estimated $4K sold.

Next Financial Group first reported a position in FMER in Q2 2014 and held it in 2 quarters. The position peaked at $4K in Q3 2014. 240 funds tracked by Wall St. Rank hold FMER as of Q4 2014.

  • Next Financial Group reported no remaining FIRSTMERIT CORP position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 200 FIRSTMERIT CORP shares in Q4 2014, an estimated $4K.
  • Next Financial Group first reported a position in FIRSTMERIT CORP in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's FIRSTMERIT CORP position peaked at $4K in Q3 2014.
  • 240 funds tracked by Wall St. Rank held FIRSTMERIT CORP as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.