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Cypress Wealth Advisors’s Merck MRK Stock Holding History

Cypress Wealth 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
2019
Q1 		$937K Hold
11,806
– – 1.07% 34
2018
Q4 		$861K Sell
11,806
-459
-4% -$32.4K 1.18% 31
2018
Q3 		$830K Sell
12,265
-33
-0.3% -$2.1K 0.87% 38
2018
Q2 		$712K Sell
12,298
-284
-2% -$16K 0.77% 44
2018
Q1 		$654K Sell
12,582
-176
-1% -$9.51K 0.71% 48
2017
Q4 		$685K Sell
12,758
-388
-3% -$21.5K 0.66% 48
2017
Q3 		$803K Sell
13,146
-155
-1% -$9.4K 1.3% 22
2017
Q2 		$813K Sell
13,301
-16,364
-55% -$996K 0.95% 29
2017
Q1 		$1.8M Buy
29,665
+627
+2% +$38K 0.82% 29
2016
Q4 		$1.63M Buy
29,038
+183
+0.6% +$10.7K 0.74% 32
2016
Q3 		$1.72M Buy
28,855
+97
+0.3% +$5.67K 0.77% 31
2016
Q2 		$1.58M Sell
28,758
-846
-3% -$45K 0.78% 28
2016
Q1 		$1.5M Buy
29,604
+6,925
+31% +$339K 0.68% 31
2015
Q4 		$1.14M Buy
22,679
+102
+0.5% +$5.14K 0.58% 37
2015
Q3 		$1.06M Hold
22,577
– – 0.58% 39
2015
Q2 		$1.23M Buy
+22,577
New +$1.27M 0.72% 41

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cypress Wealth Advisors's MRK Position: Q1 2019 in Review

Cypress Wealth Advisors held its Merck (MRK) position steady in Q1 2019 at 11,806 shares worth $937K. The position accounts for 1.07% of the portfolio, ranked #34.

Cypress Wealth Advisors first reported a position in MRK in Q2 2015 and has held it in 16 quarters since. The position peaked at $1.8M in Q1 2017. 2,292 funds tracked by Wall St. Rank hold MRK as of Q1 2019.

  • Cypress Wealth Advisors held 11,806 shares of Merck worth $937K as of Q1 2019.
  • Cypress Wealth Advisors left its Merck share count unchanged in Q1 2019.
  • Merck made up 1.07% of Cypress Wealth Advisors's portfolio in Q1 2019, its #34 holding.
  • Cypress Wealth Advisors first reported a position in Merck in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Merck position peaked at $1.8M in Q1 2017.
  • 2,292 funds tracked by Wall St. Rank held Merck as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.