AIC
MRK icon

Ambs Investment Counsel’s Merck MRK Stock Holding History

Ambs Investment Counsel’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$393K Sell
8,656
-210
-2% -$9.59K 0.23% 53
2013
Q2 		$393K Buy
+8,866
New +$396K 0.18% 50

Other funds holding MRK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ambs Investment Counsel's MRK Position: Q3 2013 in Review

Ambs Investment Counsel reduced its Merck (MRK) stake by 2.4% in Q3 2013, selling an estimated $9.59K and leaving 8,656 shares worth $393K. The position accounts for 0.23% of the portfolio, ranked #53.

Ambs Investment Counsel first reported a position in MRK in Q2 2013 and has held it in 2 quarters since. 1,470 funds tracked by Wall St. Rank hold MRK as of Q3 2013.

  • Ambs Investment Counsel held 8,656 shares of Merck worth $393K as of Q3 2013.
  • Ambs Investment Counsel sold 210 Merck shares in Q3 2013, an estimated $9.59K.
  • Merck made up 0.23% of Ambs Investment Counsel's portfolio in Q3 2013, its #53 holding.
  • Ambs Investment Counsel first reported a position in Merck in Q2 2013 and has held it in 2 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Merck as of Q3 2013.

Based on Ambs Investment Counsel's 13F filing for Q3 2013, filed 4 Nov 2013.