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Palisades Investment Partners’s Merck MRK Stock Holding History

Palisades Investment Partners’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 		$613K Sell
11,109
-7,126
-39% -$389K 1.09% 43
2014
Q1 		$988K Hold
18,235
– – 1.07% 43
2013
Q4 		$866K Sell
18,235
-5,450
-23% -$249K 0.96% 46
2013
Q3 		$1.08M Hold
23,685
– – 1.01% 45
2013
Q2 		$1.05M Buy
+23,685
New +$1.06M 1.04% 43

Other funds holding MRK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Palisades Investment Partners's MRK Position: Q2 2014 in Review

Palisades Investment Partners reduced its Merck (MRK) stake by 39% in Q2 2014, selling an estimated $389K and leaving 11,109 shares worth $613K. The position accounts for 1.09% of the portfolio, ranked #43.

Palisades Investment Partners first reported a position in MRK in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2013. 1,621 funds tracked by Wall St. Rank hold MRK as of Q2 2014.

  • Palisades Investment Partners held 11,109 shares of Merck worth $613K as of Q2 2014.
  • Palisades Investment Partners sold 7,126 Merck shares in Q2 2014, an estimated $389K.
  • Merck made up 1.09% of Palisades Investment Partners's portfolio in Q2 2014, its #43 holding.
  • Palisades Investment Partners first reported a position in Merck in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's Merck position peaked at $1.08M in Q3 2013.
  • 1,621 funds tracked by Wall St. Rank held Merck as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.