Bridgewater Wealth & Financial Management’s Merck MRK Stock Holding History

Bridgewater Wealth & Financial 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 Q3	–	Sell	-6,818	Closed	-$417K	–	83
2017 Q2	$417K	Buy	6,818 +1,082	+19%	+$65.9K	0.14%	70
2017 Q1	$348K	Sell	5,736 -59	-1%	-$3.58K	0.13%	72
2016 Q4	$326K	Buy	5,795 +425	+8%	+$24.9K	0.12%	76
2016 Q3	$320K	Buy	5,370 +766	+17%	+$44.8K	0.12%	75
2016 Q2	$253K	Buy	4,604 +6	+0.1%	+$319	0.09%	96
2016 Q1	$232K	Buy	+4,598	New	+$225K	0.08%	101
2015 Q1	–	Sell	-4,269	Closed	-$231K	–	88
2014 Q4	$231K	Buy	+4,269	New	+$238K	0.09%	91

Other funds holding MRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridgewater Wealth & Financial Management's MRK Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Merck (MRK) in Q3 2017, closing a stake of 6,818 shares — an estimated $417K sold.

Bridgewater Wealth & Financial Management first reported a position in MRK in Q4 2014 and held it in 7 quarters. The position peaked at $417K in Q2 2017. 1,923 funds tracked by Wall St. Rank hold MRK as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Merck position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 6,818 Merck shares in Q3 2017, an estimated $417K.
Bridgewater Wealth & Financial Management first reported a position in Merck in Q4 2014 and held it in 7 quarters.
Bridgewater Wealth & Financial Management's Merck position peaked at $417K in Q2 2017.
1,923 funds tracked by Wall St. Rank held Merck as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.