AmeriServ Wealth Advisors’s Merck MRK Stock Holding History

AmeriServ Wealth Advisors’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	$266K	Sell	3,307 -49	-1%	-$3.93K	0.36%	51
2019 Q2	$268K	Sell	3,356 -3,144	-48%	-$241K	0.35%	54
2019 Q1	$516K	Buy	6,500 +802	+14%	+$60K	1.08%	29
2018 Q4	$415K	Buy	5,698 +2,096	+58%	+$148K	1.05%	32
2018 Q3	$244K	Sell	3,602 -970	-21%	-$61.8K	0.3%	62
2018 Q2	$265K	Hold	4,572	–	–	0.36%	57
2018 Q1	$238K	Sell	4,572 -620	-12%	-$33.5K	0.27%	63
2017 Q4	$274K	Buy	+5,192	New	+$288K	0.26%	58
2016 Q4	–	Sell	-5,472	Closed	-$326K	–	63
2016 Q3	$326K	Buy	+5,472	New	+$320K	0.41%	48
2015 Q4	–	Sell	-7,830	Closed	-$369K	–	48
2015 Q3	$369K	Sell	7,830 -585	-7%	-$31.1K	0.7%	35
2015 Q2	$457K	Sell	8,415 -357	-4%	-$20K	0.53%	39
2015 Q1	$481K	Hold	8,772	–	–	0.55%	42
2014 Q4	$476K	Buy	8,772 +1,299	+17%	+$72.4K	0.46%	57
2014 Q3	$423K	Hold	7,473	–	–	0.73%	52
2014 Q2	$412K	Buy	7,473 +524	+8%	+$28.6K	0.44%	60
2014 Q1	$377K	Sell	6,949 -10,397	-60%	-$538K	0.38%	73
2013 Q4	$829K	Sell	17,346 -1,986	-10%	-$90.8K	0.49%	60
2013 Q3	$879K	Sell	19,332 -47	-0.2%	-$2.15K	0.56%	55
2013 Q2	$859K	Buy	+19,379	New	+$866K	0.55%	53

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AmeriServ Wealth Advisors's MRK Position: Q3 2019 in Review

AmeriServ Wealth Advisors reduced its Merck (MRK) stake by 1.5% in Q3 2019, selling an estimated $3.93K and leaving 3,307 shares worth $266K. The position accounts for 0.36% of the portfolio, ranked #51.

AmeriServ Wealth Advisors first reported a position in MRK in Q2 2013 and has held it in 19 quarters since. The position peaked at $879K in Q3 2013. 2,305 funds tracked by Wall St. Rank hold MRK as of Q3 2019.

AmeriServ Wealth Advisors held 3,307 shares of Merck worth $266K as of Q3 2019.
AmeriServ Wealth Advisors sold 49 Merck shares in Q3 2019, an estimated $3.93K.
Merck made up 0.36% of AmeriServ Wealth Advisors's portfolio in Q3 2019, its #51 holding.
AmeriServ Wealth Advisors first reported a position in Merck in Q2 2013 and has held it in 19 quarters since.
AmeriServ Wealth Advisors's Merck position peaked at $879K in Q3 2013.
2,305 funds tracked by Wall St. Rank held Merck as of Q3 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.