CWM
MRK icon

Concert Wealth Management’s Merck MRK Stock Holding History

Concert Wealth Management’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
2017
Q3 		– Sell
-4,543
Closed -$278K – 93
2017
Q2 		$278K Sell
4,543
-12,511
-73% -$762K 0.27% 108
2017
Q1 		$960K Sell
17,054
-1,329
-7% -$80.6K 0.22% 134
2016
Q4 		$1.03M Sell
18,383
-49,803
-73% -$2.91M 0.23% 126
2016
Q3 		$4.04M Buy
68,186
+1,136
+2% +$66.4K 0.49% 36
2016
Q2 		$3.69M Buy
67,050
+7,825
+13% +$416K 0.5% 36
2016
Q1 		$2.99M Buy
59,225
+1,276
+2% +$62.5K 0.4% 52
2015
Q4 		$2.93M Buy
57,949
+337
+0.6% +$17K 0.39% 53
2015
Q3 		$2.72M Buy
57,612
+2,056
+4% +$109K 0.37% 53
2015
Q2 		$3.02M Sell
55,556
-1,943
-3% -$109K 0.39% 46
2015
Q1 		$2.29M Buy
57,499
+7,104
+14% +$402K 0.65% 29
2014
Q4 		$2.73M Buy
50,395
+33,474
+198% +$1.86M 0.42% 43
2014
Q3 		$959K Buy
16,921
+121
+0.7% +$6.79K 0.13% 136
2014
Q2 		$881K Buy
16,800
+921
+6% +$50.2K 0.11% 159
2014
Q1 		$851K Sell
15,879
-4,737
-23% -$245K 0.11% 165
2013
Q4 		$994K Sell
20,616
-4,459
-18% -$204K 0.13% 135
2013
Q3 		$1.15M Buy
25,075
+1,342
+6% +$61.3K 0.16% 102
2013
Q2 		$1.05M Buy
+23,733
New +$1.06M 0.16% 96

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concert Wealth Management's MRK Position: Q3 2017 in Review

Concert Wealth Management sold out of Merck (MRK) in Q3 2017, closing a stake of 4,543 shares — an estimated $278K sold.

Concert Wealth Management first reported a position in MRK in Q2 2013 and held it in 17 quarters. The position peaked at $4.04M in Q3 2016. 1,923 funds tracked by Wall St. Rank hold MRK as of Q3 2017.

  • Concert Wealth Management reported no remaining Merck position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,543 Merck shares in Q3 2017, an estimated $278K.
  • Concert Wealth Management first reported a position in Merck in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Merck position peaked at $4.04M in Q3 2016.
  • 1,923 funds tracked by Wall St. Rank held Merck as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.