BWM
MRK icon

Braver Wealth Management’s Merck MRK Stock Holding History

Braver 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
2016
Q4 		$643K Buy
11,445
+419
+4% +$24.5K 0.1% 108
2016
Q3 		$657K Buy
11,026
+4,192
+61% +$245K 0.11% 98
2016
Q2 		$376K Sell
6,834
-3,219
-32% -$171K 0.06% 108
2016
Q1 		$508K Buy
+10,053
New +$492K 0.08% 104

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Braver Wealth Management's MRK Position: Q4 2016 in Review

Braver Wealth Management increased its Merck (MRK) stake by 3.8% in Q4 2016, buying an estimated $24.5K and bringing the position to 11,445 shares worth $643K. The position accounts for 0.1% of the portfolio, ranked #108.

Braver Wealth Management first reported a position in MRK in Q1 2016 and has held it in 4 quarters since. The position peaked at $657K in Q3 2016. 1,912 funds tracked by Wall St. Rank hold MRK as of Q4 2016.

  • Braver Wealth Management held 11,445 shares of Merck worth $643K as of Q4 2016.
  • Braver Wealth Management bought 419 Merck shares in Q4 2016, an estimated $24.5K.
  • Merck made up 0.1% of Braver Wealth Management's portfolio in Q4 2016, its #108 holding.
  • Braver Wealth Management first reported a position in Merck in Q1 2016 and has held it in 4 quarters since.
  • Braver Wealth Management's Merck position peaked at $657K in Q3 2016.
  • 1,912 funds tracked by Wall St. Rank held Merck as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.