AEPG
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American Economic Planning Group’s Merck MRK Stock Holding History

American Economic Planning Group’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
2019
Q3 		$676K Sell
8,443
-572
-6% -$45.8K 0.18% 47
2019
Q2 		$721K Sell
9,015
-186
-2% -$14.2K 0.22% 44
2019
Q1 		$730K Buy
9,201
+50
+0.5% +$3.74K 0.23% 42
2018
Q4 		$667K Buy
9,151
+27
+0.3% +$1.91K 0.22% 44
2018
Q3 		$618K Buy
9,124
+2,059
+29% +$131K 0.22% 35
2018
Q2 		$409K Sell
7,065
-73
-1% -$4.12K 0.15% 45
2018
Q1 		$371K Buy
7,138
+2
+0% +$108 0.14% 53
2017
Q4 		$383K Sell
7,136
-3,862
-35% -$214K 0.14% 51
2017
Q3 		$672K Buy
10,998
+3,055
+38% +$185K 0.25% 31
2017
Q2 		$486K Buy
7,943
+4
+0.1% +$243 0.19% 36
2017
Q1 		$481K Sell
7,939
-1,502
-16% -$91.1K 0.19% 35
2016
Q4 		$530K Buy
9,441
+1,453
+18% +$85K 0.23% 28
2016
Q3 		$476K Buy
7,988
+5
+0.1% +$292 0.19% 29
2016
Q2 		$439K Sell
7,983
-2,238
-22% -$119K 0.18% 28
2016
Q1 		$516K Buy
10,221
+2,514
+33% +$123K 0.21% 28
2015
Q4 		$388K Buy
7,707
+110
+1% +$5.55K 0.15% 30
2015
Q3 		$358K Sell
7,597
-1,811
-19% -$96.2K 0.16% 25
2015
Q2 		$511K Sell
9,408
-37
-0.4% -$2.08K 0.21% 26
2015
Q1 		$518K Sell
9,445
-68
-0.7% -$3.85K 0.2% 25
2014
Q4 		$515K Buy
9,513
+6
+0.1% +$334 0.2% 24
2014
Q3 		$538K Sell
9,507
-714
-7% -$40.1K 0.21% 21
2014
Q2 		$564K Buy
10,221
+1,495
+17% +$81.6K 0.21% 21
2014
Q1 		$473K Buy
8,726
+7
+0.1% +$362 0.19% 20
2013
Q4 		$416K Sell
8,719
-37
-0.4% -$1.69K 0.15% 24
2013
Q3 		$398K Buy
8,756
+1
+0% +$46 0.16% 22
2013
Q2 		$388K Buy
+8,755
New +$391K 0.15% 19

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Economic Planning Group's MRK Position: Q3 2019 in Review

American Economic Planning Group reduced its Merck (MRK) stake by 6.3% in Q3 2019, selling an estimated $45.8K and leaving 8,443 shares worth $676K. The position accounts for 0.18% of the portfolio, ranked #47.

American Economic Planning Group first reported a position in MRK in Q2 2013 and has held it in 26 quarters since. The position peaked at $730K in Q1 2019. 2,306 funds tracked by Wall St. Rank hold MRK as of Q3 2019.

  • American Economic Planning Group held 8,443 shares of Merck worth $676K as of Q3 2019.
  • American Economic Planning Group sold 572 Merck shares in Q3 2019, an estimated $45.8K.
  • Merck made up 0.18% of American Economic Planning Group's portfolio in Q3 2019, its #47 holding.
  • American Economic Planning Group first reported a position in Merck in Q2 2013 and has held it in 26 quarters since.
  • American Economic Planning Group's Merck position peaked at $730K in Q1 2019.
  • 2,306 funds tracked by Wall St. Rank held Merck as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.