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Belmont Global Advisors’s Merck MRK Stock Holding History

Belmont Global 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
2014
Q3 		– Sell
-10,480
Closed -$578K – 131
2014
Q2 		$578K Hold
10,480
– – 0.42% 62
2014
Q1 		$568K Buy
+10,480
New +$543K 0.48% 55

Other funds holding MRK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Belmont Global Advisors's MRK Position: Q3 2014 in Review

Belmont Global Advisors sold out of Merck (MRK) in Q3 2014, closing a stake of 10,480 shares — an estimated $578K sold.

Belmont Global Advisors first reported a position in MRK in Q1 2014 and held it in 2 quarters. The position peaked at $578K in Q2 2014. 1,619 funds tracked by Wall St. Rank hold MRK as of Q3 2014.

  • Belmont Global Advisors reported no remaining Merck position as of Q3 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 10,480 Merck shares in Q3 2014, an estimated $578K.
  • Belmont Global Advisors first reported a position in Merck in Q1 2014 and held it in 2 quarters.
  • Belmont Global Advisors's Merck position peaked at $578K in Q2 2014.
  • 1,619 funds tracked by Wall St. Rank held Merck as of Q3 2014.

Based on Belmont Global Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.