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Independent Portfolio Consultants’s Merck MRK Stock Holding History

Independent Portfolio Consultants’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
Q2 		$1.18M Sell
19,214
-1,300
-6% -$79.1K 0.49% 34
2017
Q1 		$1.24M Sell
20,514
-1,075
-5% -$65.2K 0.43% 53
2016
Q4 		$1.21M Sell
21,589
-570
-3% -$33.4K 0.4% 58
2016
Q3 		$1.32M Sell
22,159
-2,211
-9% -$129K 0.41% 54
2016
Q2 		$1.34M Sell
24,370
-12,840
-35% -$683K 0.42% 50
2016
Q1 		$1.88M Buy
37,210
+2,546
+7% +$125K 0.53% 39
2015
Q4 		$1.75M Sell
34,664
-11,543
-25% -$582K 0.52% 49
2015
Q3 		$2.18M Sell
46,207
-288
-0.6% -$15.3K 0.47% 57
2015
Q2 		$2.53M Buy
46,495
+1,757
+4% +$98.5K 0.51% 50
2015
Q1 		$2.45M Sell
44,738
-951
-2% -$53.8K 0.5% 56
2014
Q4 		$2.48M Buy
45,689
+15,668
+52% +$873K 0.5% 50
2014
Q3 		$1.7M Buy
30,021
+4,392
+17% +$247K 0.46% 43
2014
Q2 		$1.42M Buy
25,629
+2,174
+9% +$119K 0.4% 47
2014
Q1 		$1.27M Sell
23,455
-2,935
-11% -$152K 0.4% 53
2013
Q4 		$1.26M Buy
26,390
+7,038
+36% +$322K 0.44% 43
2013
Q3 		$879K Buy
19,352
+759
+4% +$34.7K 0.35% 66
2013
Q2 		$824K Buy
+18,593
New +$830K 0.37% 60

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Portfolio Consultants's MRK Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Merck (MRK) stake by 6.3% in Q2 2017, selling an estimated $79.1K and leaving 19,214 shares worth $1.18M. The position accounts for 0.49% of the portfolio, ranked #34.

Independent Portfolio Consultants first reported a position in MRK in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.53M in Q2 2015. 1,926 funds tracked by Wall St. Rank hold MRK as of Q2 2017.

  • Independent Portfolio Consultants held 19,214 shares of Merck worth $1.18M as of Q2 2017.
  • Independent Portfolio Consultants sold 1,300 Merck shares in Q2 2017, an estimated $79.1K.
  • Merck made up 0.49% of Independent Portfolio Consultants's portfolio in Q2 2017, its #34 holding.
  • Independent Portfolio Consultants first reported a position in Merck in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Merck position peaked at $2.53M in Q2 2015.
  • 1,926 funds tracked by Wall St. Rank held Merck as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.