LWM
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LBA Wealth Management’s Merck MRK Stock Holding History

LBA Wealth Management’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
Q1 		$174K Hold
2,866
– – 0.09% 111
2016
Q4 		$161K Sell
2,866
-325
-10% -$19K 0.09% 115
2016
Q3 		$190K Buy
3,191
+78
+3% +$4.56K 0.11% 114
2016
Q2 		$171K Buy
3,113
+289
+10% +$15.4K 0.1% 114
2016
Q1 		$143K Sell
2,824
-325
-10% -$15.9K 0.08% 122
2015
Q4 		$159K Buy
3,149
+1,404
+80% +$70.8K 0.09% 130
2015
Q3 		$82K Sell
1,745
-215
-11% -$11.4K 0.05% 158
2015
Q2 		$106K Hold
1,960
– – 0.07% 129
2015
Q1 		$107K Buy
1,960
+496
+34% +$28.1K 0.07% 132
2014
Q4 		$79K Hold
1,464
– – 0.05% 148
2014
Q3 		$83K Buy
1,464
+81
+6% +$4.55K 0.06% 148
2014
Q2 		$76K Buy
1,383
+73
+6% +$3.98K 0.06% 149
2014
Q1 		$71K Sell
1,310
-187
-12% -$9.68K 0.06% 147
2013
Q4 		$71K Buy
+1,497
New +$68.4K 0.06% 147

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

LBA Wealth Management's MRK Position: Q1 2017 in Review

LBA Wealth Management held its Merck (MRK) position steady in Q1 2017 at 2,866 shares worth $174K. The position accounts for 0.09% of the portfolio, ranked #111.

LBA Wealth Management first reported a position in MRK in Q4 2013 and has held it in 14 quarters since. The position peaked at $190K in Q3 2016. 1,941 funds tracked by Wall St. Rank hold MRK as of Q1 2017.

  • LBA Wealth Management held 2,866 shares of Merck worth $174K as of Q1 2017.
  • LBA Wealth Management left its Merck share count unchanged in Q1 2017.
  • Merck made up 0.09% of LBA Wealth Management's portfolio in Q1 2017, its #111 holding.
  • LBA Wealth Management first reported a position in Merck in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's Merck position peaked at $190K in Q3 2016.
  • 1,941 funds tracked by Wall St. Rank held Merck as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.