Bolton LP’s Merck MRK Stock Holding History

Bolton LP’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 Q1	–	Sell	-3,682	Closed	-$176K	–	224
2013 Q4	$176K	Buy	+3,682	New	+$168K	0.03%	159

Other funds holding MRK

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

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

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bolton LP's MRK Position: Q1 2014 in Review

Bolton LP sold out of Merck (MRK) in Q1 2014, closing a stake of 3,682 shares — an estimated $176K sold.

Bolton LP first reported a position in MRK in Q4 2013 and held it in 1 quarter. The position peaked at $176K in Q4 2013. 1,602 funds tracked by Wall St. Rank hold MRK as of Q1 2014.

Bolton LP reported no remaining Merck position as of Q1 2014 after selling out during the quarter.
Bolton LP sold 3,682 Merck shares in Q1 2014, an estimated $176K.
Bolton LP first reported a position in Merck in Q4 2013 and held it in 1 quarter.
Bolton LP's Merck position peaked at $176K in Q4 2013.
1,602 funds tracked by Wall St. Rank held Merck as of Q1 2014.

Based on Bolton LP's 13F filing for Q1 2014, filed 15 May 2014.