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

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$189K Buy
4,165
+1,018
+32% +$46.5K 0.08% 55
2013
Q2 		$139K Buy
+3,147
New +$141K 0.06% 57

Other funds holding MRK

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s MRK Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its Merck (MRK) stake by 32% in Q3 2013, buying an estimated $46.5K and bringing the position to 4,165 shares worth $189K. The position accounts for 0.08% of the portfolio, ranked #55.

Mariner Wealth Advisors (Madison) first reported a position in MRK in Q2 2013 and has held it in 2 quarters since. 1,470 funds tracked by Wall St. Rank hold MRK as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 4,165 shares of Merck worth $189K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 1,018 Merck shares in Q3 2013, an estimated $46.5K.
  • Merck made up 0.08% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #55 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Merck in Q2 2013 and has held it in 2 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Merck as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.