| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES RUSSELL MIDCAP INDEX F | 13 | Q2 2016 | 6.6% |
| VANGUARD TAX MANAGED INTL FD | 13 | Q2 2016 | 4.4% |
| ISHARES S&P 500 GROWTH INDEX F | 13 | Q2 2016 | 3.5% |
| EXXON MOBIL CORPORATION | 13 | Q2 2016 | 3.4% |
| ISHARES S&P 500 VALUE INDEX FU | 13 | Q2 2016 | 3.2% |
| ISHARES IBOXX INV GRD CORP BON | 13 | Q2 2016 | 2.7% |
| ISHARES CORE S&P SMALL-CAP ETF | 13 | Q2 2016 | 2.8% |
| ISHARES BARCLAYS 1-3 YEAR CR E | 13 | Q2 2016 | 2.1% |
| ISHARES TR RUSSELL 1000 GROWTH | 13 | Q2 2016 | 2.1% |
| APPLE INC | 13 | Q2 2016 | 2.2% |
View FIRSTMERIT BANK N A TRUSTEE's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-07-11 |
| 13F-HR | 2016-04-19 |
| 13F-HR | 2016-01-15 |
| 13F-HR | 2015-11-16 |
| 13F-HR | 2015-08-24 |
| 13F-HR | 2015-05-07 |
| 13F-HR | 2015-02-02 |
| 13F-HR | 2014-10-29 |
| 13F-HR | 2014-08-01 |
| 13F-HR | 2014-05-06 |
View FIRSTMERIT BANK N A TRUSTEE's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.