Bush ODonnell Investment Advisors’s Merck MRK Stock Holding History

Bush ODonnell Investment 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
2018 Q2	–	Sell	-8,971	Closed	-$466K	–	26
2018 Q1	$466K	Hold	8,971	–	–	0.66%	23
2017 Q4	$482K	Hold	8,971	–	–	0.39%	29
2017 Q3	$548K	Hold	8,971	–	–	0.42%	31
2017 Q2	$549K	Hold	8,971	–	–	0.34%	34
2017 Q1	$544K	Hold	8,971	–	–	0.34%	37
2016 Q4	$504K	Hold	8,971	–	–	0.34%	37
2016 Q3	$534K	Hold	8,971	–	–	0.36%	37
2016 Q2	$493K	Hold	8,971	–	–	0.33%	38
2016 Q1	$453K	Hold	8,971	–	–	0.31%	35
2015 Q4	$452K	Hold	8,971	–	–	0.31%	34
2015 Q3	$423K	Sell	8,971 -1,763	-16%	-$93.7K	0.3%	30
2015 Q2	$583K	Hold	10,734	–	–	0.36%	25
2015 Q1	$589K	Hold	10,734	–	–	0.35%	27
2014 Q4	$582K	Hold	10,734	–	–	0.31%	28
2014 Q3	$607K	Hold	10,734	–	–	0.35%	29
2014 Q2	$592K	Sell	10,734 -12,828	-54%	-$700K	0.33%	36
2014 Q1	$1.28M	Hold	23,562	–	–	0.66%	23
2013 Q4	$1.13M	Sell	23,562 -10,901	-32%	-$498K	0.59%	23
2013 Q3	$1.57M	Sell	34,463 -472	-1%	-$21.6K	0.75%	22
2013 Q2	$1.55M	Buy	+34,935	New	+$1.56M	0.77%	23

Other funds holding MRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bush ODonnell Investment Advisors's MRK Position: Q2 2018 in Review

Bush ODonnell Investment Advisors sold out of Merck (MRK) in Q2 2018, closing a stake of 8,971 shares — an estimated $466K sold.

Bush ODonnell Investment Advisors first reported a position in MRK in Q2 2013 and held it in 20 quarters. The position peaked at $1.57M in Q3 2013. 2,017 funds tracked by Wall St. Rank hold MRK as of Q2 2018.

Bush ODonnell Investment Advisors reported no remaining Merck position as of Q2 2018 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 8,971 Merck shares in Q2 2018, an estimated $466K.
Bush ODonnell Investment Advisors first reported a position in Merck in Q2 2013 and held it in 20 quarters.
Bush ODonnell Investment Advisors's Merck position peaked at $1.57M in Q3 2013.
2,017 funds tracked by Wall St. Rank held Merck as of Q2 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q2 2018, filed 6 Aug 2018.