Gary Goldberg Planning Services’s Merck MRK Stock Holding History

Gary Goldberg Planning Services’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 Q4	$1.11M	Sell	20,411 -977	-5%	-$54.4K	0.46%	45
2014 Q3	$1.21M	Sell	21,388 -685	-3%	-$38.5K	0.5%	46
2014 Q2	$1.22M	Sell	22,073 -18,375	-45%	-$1M	0.54%	43
2014 Q1	$2.19M	Sell	40,448 -14,929	-27%	-$773K	1.07%	27
2013 Q4	$2.65M	Sell	55,377 -16,698	-23%	-$763K	1.54%	21
2013 Q3	$3.27M	Sell	72,075 -30,713	-30%	-$1.4M	1.99%	15
2013 Q2	$4.56M	Buy	+102,788	New	+$4.59M	2.91%	11

Other funds holding MRK

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gary Goldberg Planning Services's MRK Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Merck (MRK) stake by 4.6% in Q4 2014, selling an estimated $54.4K and leaving 20,411 shares worth $1.11M. The position accounts for 0.46% of the portfolio, ranked #45.

Gary Goldberg Planning Services first reported a position in MRK in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.56M in Q2 2013. 1,721 funds tracked by Wall St. Rank hold MRK as of Q4 2014.

Gary Goldberg Planning Services held 20,411 shares of Merck worth $1.11M as of Q4 2014.
Gary Goldberg Planning Services sold 977 Merck shares in Q4 2014, an estimated $54.4K.
Merck made up 0.46% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #45 holding.
Gary Goldberg Planning Services first reported a position in Merck in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Merck position peaked at $4.56M in Q2 2013.
1,721 funds tracked by Wall St. Rank held Merck as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.