WIL
FMER

Winifred I. Li’s FIRSTMERIT CORP FMER Stock Holding History

Winifred I. Li’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 		$43K Hold
2,280
– – 0.04% 308
2014
Q3 		$40K Hold
2,280
– – 0.04% 315
2014
Q2 		$45K Hold
2,280
– – 0.04% 306
2014
Q1 		$47K Sell
2,280
-1,580
-41% -$33.5K 0.04% 295
2013
Q4 		$86K Hold
3,860
– – 0.07% 210
2013
Q3 		$84K Hold
3,860
– – 0.08% 211
2013
Q2 		$77K Buy
+3,860
New +$68.8K 0.07% 213

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

Winifred I. Li's FMER Position: Q4 2014 in Review

Winifred I. Li held its FIRSTMERIT CORP (FMER) position steady in Q4 2014 at 2,280 shares worth $43K. The position accounts for 0.04% of the portfolio, ranked #308.

Winifred I. Li first reported a position in FMER in Q2 2013 and has held it in 7 quarters since. The position peaked at $86K in Q4 2013. 240 funds tracked by Wall St. Rank hold FMER as of Q4 2014.

  • Winifred I. Li held 2,280 shares of FIRSTMERIT CORP worth $43K as of Q4 2014.
  • Winifred I. Li left its FIRSTMERIT CORP share count unchanged in Q4 2014.
  • FIRSTMERIT CORP made up 0.04% of Winifred I. Li's portfolio in Q4 2014, its #308 holding.
  • Winifred I. Li first reported a position in FIRSTMERIT CORP in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's FIRSTMERIT CORP position peaked at $86K in Q4 2013.
  • 240 funds tracked by Wall St. Rank held FIRSTMERIT CORP as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.