HT Partners’s Merck MRK Stock Holding History

HT 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
2014 Q1	–	Sell	-6,481	Closed	-$310K	–	36
2013 Q4	$310K	Sell	6,481 -202	-3%	-$9.23K	0.2%	30
2013 Q3	$304K	Buy	+6,683	New	+$305K	0.2%	32

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

HT Partners's MRK Position: Q1 2014 in Review

HT Partners sold out of Merck (MRK) in Q1 2014, closing a stake of 6,481 shares — an estimated $310K sold.

HT Partners first reported a position in MRK in Q3 2013 and held it in 2 quarters. The position peaked at $310K in Q4 2013. 1,601 funds tracked by Wall St. Rank hold MRK as of Q1 2014.

HT Partners reported no remaining Merck position as of Q1 2014 after selling out during the quarter.
HT Partners sold 6,481 Merck shares in Q1 2014, an estimated $310K.
HT Partners first reported a position in Merck in Q3 2013 and held it in 2 quarters.
HT Partners's Merck position peaked at $310K in Q4 2013.
1,601 funds tracked by Wall St. Rank held Merck as of Q1 2014.

Based on HT Partners's 13F filing for Q1 2014, filed 10 Apr 2014.