Long Wharf Investors’s Merck MRK Stock Holding History

Long Wharf Investors’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 Q2	$740K	Buy	13,401 +336	+3%	+$18.3K	0.58%	47
2014 Q1	$708K	Sell	13,065 -251	-2%	-$13K	0.61%	44
2013 Q4	$636K	Buy	13,316 +178	+1%	+$8.14K	0.58%	46
2013 Q3	$597K	Sell	13,138 -674	-5%	-$30.8K	0.57%	47
2013 Q2	$612K	Buy	+13,812	New	+$617K	0.6%	53

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Long Wharf Investors's MRK Position: Q2 2014 in Review

Long Wharf Investors increased its Merck (MRK) stake by 2.6% in Q2 2014, buying an estimated $18.3K and bringing the position to 13,401 shares worth $740K. The position accounts for 0.58% of the portfolio, ranked #47.

Long Wharf Investors first reported a position in MRK in Q2 2013 and has held it in 5 quarters since. 1,619 funds tracked by Wall St. Rank hold MRK as of Q2 2014.

Long Wharf Investors held 13,401 shares of Merck worth $740K as of Q2 2014.
Long Wharf Investors bought 336 Merck shares in Q2 2014, an estimated $18.3K.
Merck made up 0.58% of Long Wharf Investors's portfolio in Q2 2014, its #47 holding.
Long Wharf Investors first reported a position in Merck in Q2 2013 and has held it in 5 quarters since.
1,619 funds tracked by Wall St. Rank held Merck as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.