Rockefeller Financial Services’s FIRSTMERIT CORP FMER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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% +$4.47K ﹤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% +$8.27K ﹤0.01% 360
2014
Q3
$78K Hold
4,449
﹤0.01% 384
2014
Q2
$88K Buy
4,449
+139
+3% +$2.72K ﹤0.01% 386
2014
Q1
$90K Hold
4,310
﹤0.01% 396
2013
Q4
$96K Buy
4,310
+444
+11% +$9.97K ﹤0.01% 390
2013
Q3
$84K Buy
3,866
+37
+1% +$803 ﹤0.01% 394
2013
Q2
$77K Buy
+3,829
New +$68.3K ﹤0.01% 396

Rockefeller Financial Services's FMER Position: Q3 2016 in Review

Rockefeller Financial Services sold out of FIRSTMERIT CORP (FMER) in Q3 2016, closing a stake of 5,144 shares — an estimated $104K sold.

Rockefeller Financial Services first reported a position in FMER in Q2 2013 and held it in 13 quarters. The position peaked at $108K in Q1 2016. 0 funds tracked by Wall St. Rank hold FMER as of Q3 2016.

  • Rockefeller Financial Services reported no remaining FIRSTMERIT CORP position as of Q3 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 5,144 FIRSTMERIT CORP shares in Q3 2016, an estimated $104K.
  • Rockefeller Financial Services first reported a position in FIRSTMERIT CORP in Q2 2013 and held it in 13 quarters.
  • Rockefeller Financial Services's FIRSTMERIT CORP position peaked at $108K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held FIRSTMERIT CORP as of Q3 2016.

Based on Rockefeller Financial Services's 13F filing for Q3 2016, filed 28 Oct 2016.