PWM
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Patriot Wealth Management’s Merck MRK Stock Holding History

Patriot 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
Q4 		$9.34M Sell
128,094
-3,134
-2% -$221K 1.37% 24
2018
Q3 		$8.88M Buy
131,228
+2,876
+2% +$183K 1.12% 34
2018
Q2 		$7.43M Buy
128,352
+4,400
+4% +$248K 1.02% 40
2018
Q1 		$6.44M Buy
123,952
+52,193
+73% +$2.82M 0.92% 41
2017
Q4 		$3.85M Buy
+71,759
New +$3.98M 0.55% 59

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patriot Wealth Management's MRK Position: Q4 2018 in Review

Patriot Wealth Management reduced its Merck (MRK) stake by 2.4% in Q4 2018, selling an estimated $221K and leaving 128,094 shares worth $9.34M. The position accounts for 1.37% of the portfolio, ranked #24.

Patriot Wealth Management first reported a position in MRK in Q4 2017 and has held it in 5 quarters since. 2,251 funds tracked by Wall St. Rank hold MRK as of Q4 2018.

  • Patriot Wealth Management held 128,094 shares of Merck worth $9.34M as of Q4 2018.
  • Patriot Wealth Management sold 3,134 Merck shares in Q4 2018, an estimated $221K.
  • Merck made up 1.37% of Patriot Wealth Management's portfolio in Q4 2018, its #24 holding.
  • Patriot Wealth Management first reported a position in Merck in Q4 2017 and has held it in 5 quarters since.
  • 2,251 funds tracked by Wall St. Rank held Merck as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.