IT
MRK icon

Independence Trust’s Merck MRK Stock Holding History

Independence Trust’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
2017
Q4 		$817K Hold
15,210
– – 0.9% 23
2017
Q3 		$929K Sell
15,210
-52
-0.3% -$3.15K 1.06% 24
2017
Q2 		$933K Hold
15,262
– – 1.11% 23
2017
Q1 		$925K Buy
15,262
+145
+1% +$8.8K 1.19% 22
2016
Q4 		$849K Buy
+15,117
New +$885K 1.16% 22
2016
Q1 		– Sell
-6,761
Closed -$341K – 60
2015
Q4 		$341K Sell
6,761
-1,535
-19% -$77.4K 0.44% 47
2015
Q3 		$391K Sell
8,296
-5,455
-40% -$290K 0.4% 52
2015
Q2 		$747K Sell
13,751
-1,960
-12% -$110K 0.5% 38
2015
Q1 		$862K Buy
15,711
+4,798
+44% +$272K 0.55% 38
2014
Q4 		$591K Buy
10,913
+281
+3% +$15.7K 0.36% 56
2014
Q3 		$601K Buy
10,632
+231
+2% +$13K 0.4% 47
2014
Q2 		$574K Buy
10,401
+1,425
+16% +$77.7K 0.37% 49
2014
Q1 		$486K Buy
8,976
+838
+10% +$43.4K 0.34% 52
2013
Q4 		$389K Sell
8,138
-2,745
-25% -$125K 0.27% 62
2013
Q3 		$494K Hold
10,883
– – 0.36% 45
2013
Q2 		$482K Buy
+10,883
New +$486K 0.35% 45

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independence Trust's MRK Position: Q4 2017 in Review

Independence Trust held its Merck (MRK) position steady in Q4 2017 at 15,210 shares worth $817K. The position accounts for 0.9% of the portfolio, ranked #23.

Independence Trust first reported a position in MRK in Q2 2013 and has held it in 16 quarters since. The position peaked at $933K in Q2 2017. 2,008 funds tracked by Wall St. Rank hold MRK as of Q4 2017.

  • Independence Trust held 15,210 shares of Merck worth $817K as of Q4 2017.
  • Independence Trust left its Merck share count unchanged in Q4 2017.
  • Merck made up 0.9% of Independence Trust's portfolio in Q4 2017, its #23 holding.
  • Independence Trust first reported a position in Merck in Q2 2013 and has held it in 16 quarters since.
  • Independence Trust's Merck position peaked at $933K in Q2 2017.
  • 2,008 funds tracked by Wall St. Rank held Merck as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.