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Fusion Family Wealth’s Merck MRK Stock Holding History

Fusion Family Wealth’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
Q3 		– Sell
-509
Closed -$41K – 149
2019
Q2 		$41K Buy
509
+371
+269% +$28.4K 0.01% 80
2019
Q1 		$11K Sell
138
-445
-76% -$33.3K ﹤0.01% 104
2018
Q4 		$42K Buy
583
+33
+6% +$2.33K 0.01% 118
2018
Q3 		$37K Buy
550
+3
+0.5% +$191 0.01% 130
2018
Q2 		$32K Buy
547
+2
+0.4% +$113 0.01% 153
2018
Q1 		$28K Sell
545
-117
-18% -$6.32K 0.01% 153
2017
Q4 		$36K Buy
662
+431
+187% +$23.9K 0.01% 146
2017
Q3 		$14K Sell
231
-424
-65% -$25.7K ﹤0.01% 137
2017
Q2 		$40K Sell
655
-63
-9% -$3.83K 0.01% 132
2017
Q1 		$44K Sell
718
-410
-36% -$24.9K 0.02% 125
2016
Q4 		$66K Buy
+1,128
New +$66K 0.04% 110

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fusion Family Wealth's MRK Position: Q3 2019 in Review

Fusion Family Wealth sold out of Merck (MRK) in Q3 2019, closing a stake of 509 shares — an estimated $41K sold.

Fusion Family Wealth first reported a position in MRK in Q4 2016 and held it in 11 quarters. The position peaked at $66K in Q4 2016. 2,305 funds tracked by Wall St. Rank hold MRK as of Q3 2019.

  • Fusion Family Wealth reported no remaining Merck position as of Q3 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 509 Merck shares in Q3 2019, an estimated $41K.
  • Fusion Family Wealth first reported a position in Merck in Q4 2016 and held it in 11 quarters.
  • Fusion Family Wealth's Merck position peaked at $66K in Q4 2016.
  • 2,305 funds tracked by Wall St. Rank held Merck as of Q3 2019.

Based on Fusion Family Wealth's 13F filing for Q3 2019, filed 31 Oct 2019.