Mariner Wealth Advisors (Cincinnati)’s Merck MRK Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$29.1M	Buy	430,612 +17,060	+4%	+$1.09M	1.61%	12
2018 Q2	$24M	Buy	413,552 +4,314	+1%	+$243K	1.42%	18
2018 Q1	$21.3M	Buy	409,238 +20,150	+5%	+$1.09M	1.31%	24
2017 Q4	$20.9M	Buy	389,088 +3,899	+1%	+$216K	1.26%	30
2017 Q3	$23.5M	Buy	385,189 +5,108	+1%	+$310K	1.52%	19
2017 Q2	$23.2M	Buy	380,081 +9,714	+3%	+$591K	1.62%	15
2017 Q1	$22.5M	Buy	370,367 +12,745	+4%	+$773K	1.62%	12
2016 Q4	$20.1M	Buy	357,622 +933	+0.3%	+$54.6K	1.57%	16
2016 Q3	$21.2M	Buy	356,689 +3,872	+1%	+$226K	1.81%	11
2016 Q2	$19.4M	Buy	352,817 +8,242	+2%	+$439K	1.74%	14
2016 Q1	$17.4M	Buy	344,575 +7,823	+2%	+$383K	1.71%	18
2015 Q4	$17M	Buy	+336,752	New	+$17M	1.66%	17
2015 Q1	$16.3M	Sell	297,850 -13,229	-4%	-$749K	2.3%	14
2014 Q4	$16.9M	Sell	311,079 -4,503	-1%	-$251K	2.44%	12
2014 Q3	$17.9M	Sell	315,582 -1,965	-0.6%	-$110K	2.86%	5
2014 Q2	$17.5M	Buy	317,547 +13,673	+4%	+$746K	2.77%	3
2014 Q1	$16.5M	Buy	303,874 +7,707	+3%	+$399K	2.67%	3
2013 Q4	$14.1M	Buy	296,167 +1,460	+0.5%	+$66.7K	2.33%	13
2013 Q3	$13.4M	Buy	294,707 +8,719	+3%	+$398K	2.48%	7
2013 Q2	$12.7M	Buy	+285,988	New	+$12.8M	2.51%	7

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Mariner Wealth Advisors (Cincinnati)'s MRK Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Merck (MRK) stake by 4.1% in Q3 2018, buying an estimated $1.09M and bringing the position to 430,612 shares worth $29.1M. The position accounts for 1.61% of the portfolio, ranked #12.

Mariner Wealth Advisors (Cincinnati) first reported a position in MRK in Q2 2013 and has held it in 20 quarters since. 2,056 funds tracked by Wall St. Rank hold MRK as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 430,612 shares of Merck worth $29.1M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 17,060 Merck shares in Q3 2018, an estimated $1.09M.
Merck made up 1.61% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #12 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Merck in Q2 2013 and has held it in 20 quarters since.
2,056 funds tracked by Wall St. Rank held Merck as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.