Broadview Advisors’s Merck MRK Stock Holding History

Broadview 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 Q1	–	Sell	-5,974	Closed	-$285K	–	103
2013 Q4	$285K	Buy	+5,974	New	+$273K	0.03%	96

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

Broadview Advisors's MRK Position: Q1 2014 in Review

Broadview Advisors sold out of Merck (MRK) in Q1 2014, closing a stake of 5,974 shares — an estimated $285K sold.

Broadview Advisors first reported a position in MRK in Q4 2013 and held it in 1 quarter. The position peaked at $285K in Q4 2013. 1,602 funds tracked by Wall St. Rank hold MRK as of Q1 2014.

Broadview Advisors reported no remaining Merck position as of Q1 2014 after selling out during the quarter.
Broadview Advisors sold 5,974 Merck shares in Q1 2014, an estimated $285K.
Broadview Advisors first reported a position in Merck in Q4 2013 and held it in 1 quarter.
Broadview Advisors's Merck position peaked at $285K in Q4 2013.
1,602 funds tracked by Wall St. Rank held Merck as of Q1 2014.

Based on Broadview Advisors's 13F filing for Q1 2014, filed 15 May 2014.