Gupta Wealth Management’s Merck MRK Stock Holding History

Gupta 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
2016 Q1	$369K	Buy	7,311 +1,004	+16%	+$49.2K	0.09%	169
2015 Q4	$318K	Sell	6,307 -6,001	-49%	-$303K	0.08%	185
2015 Q3	$580K	Sell	12,308 -1,026	-8%	-$54.5K	0.14%	123
2015 Q2	$724K	Buy	13,334 +2,894	+28%	+$162K	0.18%	115
2015 Q1	$573K	Buy	+10,440	New	+$591K	0.17%	119

Other funds holding MRK

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gupta Wealth Management's MRK Position: Q1 2016 in Review

Gupta Wealth Management increased its Merck (MRK) stake by 16% in Q1 2016, buying an estimated $49.2K and bringing the position to 7,311 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #169.

Gupta Wealth Management first reported a position in MRK in Q1 2015 and has held it in 5 quarters since. The position peaked at $724K in Q2 2015. 1,745 funds tracked by Wall St. Rank hold MRK as of Q1 2016.

Gupta Wealth Management held 7,311 shares of Merck worth $369K as of Q1 2016.
Gupta Wealth Management bought 1,004 Merck shares in Q1 2016, an estimated $49.2K.
Merck made up 0.09% of Gupta Wealth Management's portfolio in Q1 2016, its #169 holding.
Gupta Wealth Management first reported a position in Merck in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Merck position peaked at $724K in Q2 2015.
1,745 funds tracked by Wall St. Rank held Merck as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.