Hefty Wealth Partners’s Merck MRK Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$3K	Sell	61 -445	-88%	-$24K	﹤0.01%	224
2017 Q4	$27K	Hold	506	–	–	0.02%	158
2017 Q3	$31K	Buy	506 +131	+35%	+$7.94K	0.02%	147
2017 Q2	$22K	Hold	375	–	–	0.02%	147
2017 Q1	$22K	Hold	375	–	–	0.02%	149
2016 Q4	$21K	Hold	375	–	–	0.02%	145
2016 Q3	$22K	Hold	375	–	–	0.02%	154
2016 Q2	$20K	Hold	375	–	–	0.02%	129
2016 Q1	$18K	Hold	375	–	–	0.02%	134
2015 Q4	$18K	Buy	+375	New	+$18.9K	0.02%	125

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

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

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

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

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

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

Hefty Wealth Partners's MRK Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Merck (MRK) stake by 88% in Q1 2018, selling an estimated $24K and leaving 61 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Hefty Wealth Partners first reported a position in MRK in Q4 2015 and has held it in 10 quarters since. The position peaked at $31K in Q3 2017. 1,992 funds tracked by Wall St. Rank hold MRK as of Q1 2018.

Hefty Wealth Partners held 61 shares of Merck worth $3K as of Q1 2018.
Hefty Wealth Partners sold 445 Merck shares in Q1 2018, an estimated $24K.
Merck made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #224 holding.
Hefty Wealth Partners first reported a position in Merck in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Merck position peaked at $31K in Q3 2017.
1,992 funds tracked by Wall St. Rank held Merck as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.