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Espalier Global Management’s Merck MRK Stock Holding History

Espalier Global 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
2016
Q4 		– Sell
-52,400
Closed -$3.12M – 28
2016
Q3 		$3.12M Buy
+52,400
New +$3.06M 1.01% 28

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Espalier Global Management's MRK Position: Q4 2016 in Review

Espalier Global Management sold out of Merck (MRK) in Q4 2016, closing a stake of 52,400 shares — an estimated $3.12M sold.

Espalier Global Management first reported a position in MRK in Q3 2016 and held it in 1 quarter. The position peaked at $3.12M in Q3 2016. 1,912 funds tracked by Wall St. Rank hold MRK as of Q4 2016.

  • Espalier Global Management reported no remaining Merck position as of Q4 2016 after selling out during the quarter.
  • Espalier Global Management sold 52,400 Merck shares in Q4 2016, an estimated $3.12M.
  • Espalier Global Management first reported a position in Merck in Q3 2016 and held it in 1 quarter.
  • Espalier Global Management's Merck position peaked at $3.12M in Q3 2016.
  • 1,912 funds tracked by Wall St. Rank held Merck as of Q4 2016.

Based on Espalier Global Management's 13F filing for Q4 2016.