AWM
MRK icon

Arbor Wealth Management’s Merck MRK Stock Holding History

Arbor Wealth Management’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
2017
Q2 		– Sell
-7,117
Closed -$431K – 62
2017
Q1 		$431K Sell
7,117
-693
-9% -$42K 0.38% 49
2016
Q4 		$481 Buy
7,810
+499
+7% +$29.2K 0.38% 50
2016
Q3 		$433K Sell
7,311
-8
-0.1% -$468 0.37% 57
2016
Q2 		$410K Hold
7,319
– – 0.39% 53
2016
Q1 		$380K Hold
7,319
– – 0.39% 54
2015
Q4 		$341K Buy
+7,319
New +$369K 0.37% 63

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arbor Wealth Management's MRK Position: Q2 2017 in Review

Arbor Wealth Management sold out of Merck (MRK) in Q2 2017, closing a stake of 7,117 shares — an estimated $431K sold.

Arbor Wealth Management first reported a position in MRK in Q4 2015 and held it in 6 quarters. The position peaked at $433K in Q3 2016. 1,925 funds tracked by Wall St. Rank hold MRK as of Q2 2017.

  • Arbor Wealth Management reported no remaining Merck position as of Q2 2017 after selling out during the quarter.
  • Arbor Wealth Management sold 7,117 Merck shares in Q2 2017, an estimated $431K.
  • Arbor Wealth Management first reported a position in Merck in Q4 2015 and held it in 6 quarters.
  • Arbor Wealth Management's Merck position peaked at $433K in Q3 2016.
  • 1,925 funds tracked by Wall St. Rank held Merck as of Q2 2017.

Based on Arbor Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.