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Ancora Family Wealth Advisors’s Merck MRK Stock Holding History

Ancora Family 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
2016
Q3 		$637K Buy
10,697
+4,375
+69% +$256K 0.22% 113
2016
Q2 		$348K Sell
6,322
-104
-2% -$5.54K 0.13% 139
2016
Q1 		$324K Hold
6,426
– – 0.13% 142
2015
Q4 		$324K Sell
6,426
-163
-2% -$8.22K 0.14% 143
2015
Q3 		$311K Buy
+6,589
New +$350K 0.13% 150

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ancora Family Wealth Advisors's MRK Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Merck (MRK) stake by 69% in Q3 2016, buying an estimated $256K and bringing the position to 10,697 shares worth $637K. The position accounts for 0.22% of the portfolio, ranked #113.

Ancora Family Wealth Advisors first reported a position in MRK in Q3 2015 and has held it in 5 quarters since. 1,815 funds tracked by Wall St. Rank hold MRK as of Q3 2016.

  • Ancora Family Wealth Advisors held 10,697 shares of Merck worth $637K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 4,375 Merck shares in Q3 2016, an estimated $256K.
  • Merck made up 0.22% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #113 holding.
  • Ancora Family Wealth Advisors first reported a position in Merck in Q3 2015 and has held it in 5 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Merck as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.