ERTS Wealth Advisors’s Merck MRK Stock Holding History

ERTS 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	–	Sell	-1,376	Closed	-$100K	–	229
2018 Q4	$100K	Buy	+1,376	New	+$97.1K	0.07%	121

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

ERTS Wealth Advisors sold out of Merck (MRK) in Q1 2019, closing a stake of 1,376 shares — an estimated $100K sold.

ERTS Wealth Advisors first reported a position in MRK in Q4 2018 and held it in 1 quarter. The position peaked at $100K in Q4 2018. 2,292 funds tracked by Wall St. Rank hold MRK as of Q1 2019.

ERTS Wealth Advisors reported no remaining Merck position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 1,376 Merck shares in Q1 2019, an estimated $100K.
ERTS Wealth Advisors first reported a position in Merck in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Merck position peaked at $100K in Q4 2018.
2,292 funds tracked by Wall St. Rank held Merck as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.