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Clearwater Capital Advisors’s Merck MRK Stock Holding History

Clearwater Capital 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
-1,985
Closed -$103K – 419
2018
Q1 		$103K Buy
+1,985
New +$107K 0.02% 230
2017
Q2 		– Sell
-3,300
Closed -$200K – 160
2017
Q1 		$200K Buy
+3,300
New +$200K 0.05% 160

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Clearwater Capital Advisors's MRK Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Merck (MRK) in Q2 2018, closing a stake of 1,985 shares — an estimated $103K sold.

Clearwater Capital Advisors first reported a position in MRK in Q1 2017 and held it in 2 quarters. The position peaked at $200K in Q1 2017. 2,017 funds tracked by Wall St. Rank hold MRK as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Merck position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,985 Merck shares in Q2 2018, an estimated $103K.
  • Clearwater Capital Advisors first reported a position in Merck in Q1 2017 and held it in 2 quarters.
  • Clearwater Capital Advisors's Merck position peaked at $200K in Q1 2017.
  • 2,017 funds tracked by Wall St. Rank held Merck as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.