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Legacy Wealth Management (Tennessee)’s Merck MRK Stock Holding History

Legacy Wealth Management (Tennessee)’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 		– Sell
-107
Closed -$5.98K – 47
2016
Q4 		$5.98K Buy
+107
New +$6.26K ﹤0.01% 55

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

Legacy Wealth Management (Tennessee)'s MRK Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Merck (MRK) in Q1 2017, closing a stake of 107 shares — an estimated $5.98K sold.

Legacy Wealth Management (Tennessee) first reported a position in MRK in Q4 2016 and held it in 1 quarter. The position peaked at $5.98K in Q4 2016. 1,942 funds tracked by Wall St. Rank hold MRK as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Merck position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 107 Merck shares in Q1 2017, an estimated $5.98K.
  • Legacy Wealth Management (Tennessee) first reported a position in Merck in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Merck position peaked at $5.98K in Q4 2016.
  • 1,942 funds tracked by Wall St. Rank held Merck as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.