Oak Point Wealth Management’s Merck MRK Stock Holding History

Oak Point 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
2018 Q1	–	Sell	-121	Closed	-$6K	–	235
2017 Q4	$6K	Buy	+121	New	+$6.71K	0.01%	167

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Oak Point Wealth Management's MRK Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Merck (MRK) in Q1 2018, closing a stake of 121 shares — an estimated $6K sold.

Oak Point Wealth Management first reported a position in MRK in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 1,993 funds tracked by Wall St. Rank hold MRK as of Q1 2018.

Oak Point Wealth Management reported no remaining Merck position as of Q1 2018 after selling out during the quarter.
Oak Point Wealth Management sold 121 Merck shares in Q1 2018, an estimated $6K.
Oak Point Wealth Management first reported a position in Merck in Q4 2017 and held it in 1 quarter.
Oak Point Wealth Management's Merck position peaked at $6K in Q4 2017.
1,993 funds tracked by Wall St. Rank held Merck as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.