Hoertkorn Richard Charles’s Merck MRK Stock Holding History

Hoertkorn Richard Charles’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	–	Sell	-629	Closed	-$34K	–	92
2017 Q4	$34K	Hold	629	–	–	0.02%	70
2017 Q3	$38K	Hold	629	–	–	0.02%	68
2017 Q2	$38K	Hold	629	–	–	0.03%	67
2017 Q1	$38K	Hold	629	–	–	0.03%	69
2016 Q4	$35K	Hold	629	–	–	0.02%	70
2016 Q3	$37K	Hold	629	–	–	0.03%	70
2016 Q2	$35K	Hold	629	–	–	0.03%	72
2016 Q1	$32K	Hold	629	–	–	0.03%	75
2015 Q4	$32K	Hold	629	–	–	0.02%	79
2015 Q3	$29K	Sell	629 -209	-25%	-$11.1K	0.02%	80
2015 Q2	$45K	Hold	838	–	–	0.03%	69
2015 Q1	$46K	Hold	838	–	–	0.03%	69
2014 Q4	$45K	Hold	838	–	–	0.03%	69
2014 Q3	$47K	Buy	+838	New	+$47.1K	0.03%	65

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

Hoertkorn Richard Charles's MRK Position: Q1 2018 in Review

Hoertkorn Richard Charles sold out of Merck (MRK) in Q1 2018, closing a stake of 629 shares — an estimated $34K sold.

Hoertkorn Richard Charles first reported a position in MRK in Q3 2014 and held it in 14 quarters. The position peaked at $47K in Q3 2014. 1,992 funds tracked by Wall St. Rank hold MRK as of Q1 2018.

Hoertkorn Richard Charles reported no remaining Merck position as of Q1 2018 after selling out during the quarter.
Hoertkorn Richard Charles sold 629 Merck shares in Q1 2018, an estimated $34K.
Hoertkorn Richard Charles first reported a position in Merck in Q3 2014 and held it in 14 quarters.
Hoertkorn Richard Charles's Merck position peaked at $47K in Q3 2014.
1,992 funds tracked by Wall St. Rank held Merck as of Q1 2018.

Based on Hoertkorn Richard Charles's 13F filing for Q1 2018, filed 17 Apr 2018.