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Chessman Wealth Strategies RIA’s Merck MRK Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-187
Closed -$13K – 111
2018
Q3 		$13K Buy
+187
New +$11.9K 0.01% 116

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chessman Wealth Strategies RIA's MRK Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Merck (MRK) in Q4 2018, closing a stake of 187 shares — an estimated $13K sold.

Chessman Wealth Strategies RIA first reported a position in MRK in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 2,250 funds tracked by Wall St. Rank hold MRK as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Merck position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 187 Merck shares in Q4 2018, an estimated $13K.
  • Chessman Wealth Strategies RIA first reported a position in Merck in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Merck position peaked at $13K in Q3 2018.
  • 2,250 funds tracked by Wall St. Rank held Merck as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.