Parasol Investment Management’s Merck MRK Stock Holding History

Parasol Investment 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
2017 Q1	$41K	Sell	681 -431	-39%	-$26.1K	0.07%	60
2016 Q4	$62K	Buy	1,112 +86	+8%	+$5.03K	0.07%	92
2016 Q3	$61K	Buy	1,026 +71	+7%	+$4.15K	0.06%	89
2016 Q2	$52K	Buy	+955	New	+$50.8K	0.05%	92
2016 Q1	–	Sell	-97	Closed	-$5K	–	151
2015 Q4	$5K	Hold	97	–	–	﹤0.01%	144
2015 Q3	$5K	Sell	97 -483	-83%	-$25.7K	﹤0.01%	151
2015 Q2	$31K	Hold	580	–	–	0.02%	131
2015 Q1	$32K	Hold	580	–	–	0.02%	132
2014 Q4	$31K	Hold	580	–	–	0.02%	149
2014 Q3	$33K	Buy	580 +98	+20%	+$5.5K	0.02%	133
2014 Q2	$27K	Hold	482	–	–	0.02%	144
2014 Q1	$26K	Hold	482	–	–	0.02%	128
2013 Q4	$23K	Buy	+482	New	+$22K	0.02%	135

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Parasol Investment Management's MRK Position: Q1 2017 in Review

Parasol Investment Management reduced its Merck (MRK) stake by 39% in Q1 2017, selling an estimated $26.1K and leaving 681 shares worth $41K. The position accounts for 0.07% of the portfolio, ranked #60.

Parasol Investment Management first reported a position in MRK in Q4 2013 and has held it in 13 quarters since. The position peaked at $62K in Q4 2016. 1,941 funds tracked by Wall St. Rank hold MRK as of Q1 2017.

Parasol Investment Management held 681 shares of Merck worth $41K as of Q1 2017.
Parasol Investment Management sold 431 Merck shares in Q1 2017, an estimated $26.1K.
Merck made up 0.07% of Parasol Investment Management's portfolio in Q1 2017, its #60 holding.
Parasol Investment Management first reported a position in Merck in Q4 2013 and has held it in 13 quarters since.
Parasol Investment Management's Merck position peaked at $62K in Q4 2016.
1,941 funds tracked by Wall St. Rank held Merck as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.