EWM
MRK icon

Elite Wealth Management’s Merck MRK Stock Holding History

Elite 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
2014
Q1 		– Sell
-189
Closed -$6K – 549
2013
Q4 		$6K Buy
+189
New +$8.64K ﹤0.01% 430

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Elite Wealth Management's MRK Position: Q3 2016 in Review

Elite Wealth Management reduced its Merck (MRK) stake by 18% in Q3 2016, selling an estimated $56.1K and leaving 4,271 shares worth $254K. The position accounts for 0.41% of the portfolio, ranked #36.

Elite Wealth Management first reported a position in MRK in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2013. 1,814 funds tracked by Wall St. Rank hold MRK as of Q3 2016.

  • Elite Wealth Management held 4,271 shares of Merck worth $254K as of Q3 2016.
  • Elite Wealth Management sold 960 Merck shares in Q3 2016, an estimated $56.1K.
  • Merck made up 0.41% of Elite Wealth Management's portfolio in Q3 2016, its #36 holding.
  • Elite Wealth Management first reported a position in Merck in Q2 2013 and has held it in 11 quarters since.
  • Elite Wealth Management's Merck position peaked at $1.08M in Q4 2013.
  • 1,814 funds tracked by Wall St. Rank held Merck as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.