RDM
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Retirement Design & Management’s Merck MRK Stock Holding History

Retirement Design & 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
2015
Q1 		– Sell
-3,772
Closed -$204K – 79
2014
Q4 		$204K Buy
+3,772
New +$210K 0.15% 75

Other funds holding MRK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Retirement Design & Management's MRK Position: Q1 2015 in Review

Retirement Design & Management sold out of Merck (MRK) in Q1 2015, closing a stake of 3,772 shares — an estimated $204K sold.

Retirement Design & Management first reported a position in MRK in Q4 2014 and held it in 1 quarter. The position peaked at $204K in Q4 2014. 1,711 funds tracked by Wall St. Rank hold MRK as of Q1 2015.

  • Retirement Design & Management reported no remaining Merck position as of Q1 2015 after selling out during the quarter.
  • Retirement Design & Management sold 3,772 Merck shares in Q1 2015, an estimated $204K.
  • Retirement Design & Management first reported a position in Merck in Q4 2014 and held it in 1 quarter.
  • Retirement Design & Management's Merck position peaked at $204K in Q4 2014.
  • 1,711 funds tracked by Wall St. Rank held Merck as of Q1 2015.

Based on Retirement Design & Management's 13F filing for Q1 2015, filed 6 May 2015.