Rockefeller Financial Services’s FIRSTMERIT CORP FMER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,144
| Closed | -$104K | – | 495 |
|
|
2016
Q2 | $104K | Hold |
5,144
| – | – | ﹤0.01% | 356 |
|
|
2016
Q1 | $108K | Hold |
5,144
| – | – | ﹤0.01% | 374 |
|
|
2015
Q4 | $96K | Buy |
5,144
+235
| +5% | +$4.39K | ﹤0.01% | 392 |
|
|
2015
Q3 | $87K | Hold |
4,909
| – | – | ﹤0.01% | 390 |
|
|
2015
Q2 | $102K | Hold |
4,909
| – | – | ﹤0.01% | 360 |
|
|
2015
Q1 | $94K | Hold |
4,909
| – | – | ﹤0.01% | 386 |
|
|
2014
Q4 | $93K | Buy |
4,909
+460
| +10% | +$8.72K | ﹤0.01% | 360 |
|
|
2014
Q3 | $78K | Hold |
4,449
| – | – | ﹤0.01% | 384 |
|
|
2014
Q2 | $88K | Buy |
4,449
+139
| +3% | +$2.75K | ﹤0.01% | 386 |
|
|
2014
Q1 | $90K | Hold |
4,310
| – | – | ﹤0.01% | 396 |
|
|
2013
Q4 | $96K | Buy |
4,310
+444
| +11% | +$9.89K | ﹤0.01% | 390 |
|
|
2013
Q3 | $84K | Buy |
3,866
+37
| +1% | +$804 | ﹤0.01% | 394 |
|
|
2013
Q2 | $77K | Buy |
+3,829
| New | +$77K | ﹤0.01% | 396 |
|