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Bellwether Investment Group’s Merck MRK Stock Holding History

Bellwether Investment 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
2017
Q4 		– Sell
-2,014
Closed -$123K – 69
2017
Q3 		$123K Buy
+2,014
New +$122K 0.58% 59
2017
Q2 		– Sell
-1,828
Closed -$111K – 404
2017
Q1 		$111K Sell
1,828
-7,271
-80% -$441K 0.29% 81
2016
Q4 		$511K Buy
+9,099
New +$533K 0.46% 52
2016
Q2 		$690K Buy
+12,549
New +$668K 0.76% 25

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellwether Investment Group's MRK Position: Q4 2017 in Review

Bellwether Investment Group sold out of Merck (MRK) in Q4 2017, closing a stake of 2,014 shares — an estimated $123K sold.

Bellwether Investment Group first reported a position in MRK in Q2 2016 and held it in 4 quarters. The position peaked at $690K in Q2 2016. 2,009 funds tracked by Wall St. Rank hold MRK as of Q4 2017.

  • Bellwether Investment Group reported no remaining Merck position as of Q4 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,014 Merck shares in Q4 2017, an estimated $123K.
  • Bellwether Investment Group first reported a position in Merck in Q2 2016 and held it in 4 quarters.
  • Bellwether Investment Group's Merck position peaked at $690K in Q2 2016.
  • 2,009 funds tracked by Wall St. Rank held Merck as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.