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 $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

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

Wellington Management Group

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

Franklin Resources

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Bank of New York Mellon

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