Filer Snapshot

FIRSTMERIT BANK N A TRUSTEE

CIK 0001078135. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

11

Latest filing

11 Jul 2016

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2016. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

IWR

$77.18M reported value

Open holding

13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 11 Jul 2016 for CIK 0001078135.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$1.24B

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$1.24B

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

IWR VEA IVW IJR XOM
+15 moreIVE LQD IWF JNJ IGSB PG GE AAPL CVX IEI PFE PEP JPM BMY T

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

IWR VEA IVW IJR XOM IVE LQD IWF
+12 moreJNJ IGSB PG GE AAPL CVX IEI PFE PEP JPM BMY T
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
Firstmerit Corporation, III Cascade Plaza, Akron, OH, 44308
SEC profile 2 profile fields
State of incorporation
OH
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about FIRSTMERIT BANK N A TRUSTEE

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $1.24B across 308 reported holdings for Q2 2016.
  • Largest parsed 13F holding: IWR at $77.18M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 308 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2016 - 11 Jul 2016

Top 5 concentration

19%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$233.89M

Compared with $1.24B total 13F value.

Top 5 net change

+$255.5K

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: MBB ยท Largest trim: FLOT

IWR VEA IVW IJR XOM Other holdings

IWR

6.2%

Ishares Russell Midcap Etf

$77.18M

VEA

4.4%

Vanguard Ftse Developed Market

$54.28M

IVW

2.8%

Ishares S&P 500 Growth Etf

$35.33M

IJR

2.7%

Ishares Core S&P Small Cap Etf

$33.97M

XOM

2.7%

Exxon Mobil Corporation

$33.13M

Latest update

What changed recently for FIRSTMERIT BANK N A TRUSTEE

New filing available

Latest 13F period: Q2 2016. Open the source-backed page to inspect the fresh filing or facts context.

Update date

11 Jul 2016

Page type

Filer profile

Latest period

Q2 2016

Institutional portfolio context was refreshed from a 13F filing filed on 11 Jul 2016.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

FIRSTMERIT BANK N A TRUSTEE has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2016. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001078135 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
11
First seen
07 Feb 2014
Latest filing
11 Jul 2016
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

FIRSTMERIT BANK N A TRUSTEE SEC filings FIRSTMERIT BANK N A TRUSTEE 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 11 of 11 SEC filings for FIRSTMERIT BANK N A TRUSTEE.

13F-HR

13F-HR filing

Filing date
11 Jul 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
19 Apr 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
24 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 May 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
29 Oct 2014
Reporting date
30 Sep 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
01 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 May 2014
Reporting date
31 Mar 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
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