Delphi Private Advisors’s Merck MRK Stock Holding History

Delphi Private 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 Q4	–	Sell	-891	Closed	-$60K	–	59
2018 Q3	$60K	Hold	891	–	–	0.2%	29
2018 Q2	$52K	Hold	891	–	–	0.17%	35
2018 Q1	$46K	Hold	891	–	–	0.18%	37
2017 Q4	$48K	Hold	891	–	–	0.12%	80
2017 Q3	$54K	Sell	891 -52	-6%	-$3.15K	0.16%	29
2017 Q2	$58K	Hold	943	–	–	0.12%	35
2017 Q1	$57K	Sell	943 -252	-21%	-$15.3K	0.1%	31
2016 Q4	$67K	Sell	1,195 -54	-4%	-$3.16K	0.12%	33
2016 Q3	$74K	Sell	1,249 -440	-26%	-$25.7K	0.13%	30
2016 Q2	$93K	Buy	1,689 +29	+2%	+$1.54K	0.17%	29
2016 Q1	$84K	Sell	1,660 -70	-4%	-$3.43K	0.15%	32
2015 Q4	$87K	Buy	+1,730	New	+$87.2K	0.15%	34

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delphi Private Advisors's MRK Position: Q4 2018 in Review

Delphi Private Advisors sold out of Merck (MRK) in Q4 2018, closing a stake of 891 shares — an estimated $60K sold.

Delphi Private Advisors first reported a position in MRK in Q4 2015 and held it in 12 quarters. The position peaked at $93K in Q2 2016. 2,250 funds tracked by Wall St. Rank hold MRK as of Q4 2018.

Delphi Private Advisors reported no remaining Merck position as of Q4 2018 after selling out during the quarter.
Delphi Private Advisors sold 891 Merck shares in Q4 2018, an estimated $60K.
Delphi Private Advisors first reported a position in Merck in Q4 2015 and held it in 12 quarters.
Delphi Private Advisors's Merck position peaked at $93K in Q2 2016.
2,250 funds tracked by Wall St. Rank held Merck as of Q4 2018.

Based on Delphi Private Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.