Sharkey, Howes & Javer’s Merck MRK Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-1,275	Closed	-$102K	–	127
2019 Q2	$102K	Sell	1,275 -176	-12%	-$13.5K	0.05%	84
2019 Q1	$115K	Sell	1,451 -233	-14%	-$17.4K	0.05%	76
2018 Q4	$123K	Hold	1,684	–	–	0.08%	67
2018 Q3	$114K	Hold	1,684	–	–	0.06%	79
2018 Q2	$98K	Hold	1,684	–	–	0.05%	76
2018 Q1	$87K	Hold	1,684	–	–	0.05%	72
2017 Q4	$90K	Sell	1,684 -558	-25%	-$30.9K	0.05%	69
2017 Q3	$138K	Sell	2,242 -174	-7%	-$10.5K	0.07%	50
2017 Q2	$148K	Hold	2,416	–	–	0.08%	40
2017 Q1	$146K	Sell	2,416 -224	-8%	-$13.6K	0.08%	43
2016 Q4	$148K	Sell	2,640 -424	-14%	-$24.8K	0.09%	43
2016 Q3	$182K	Hold	3,064	–	–	0.11%	38
2016 Q2	$168K	Sell	3,064 -1,782	-37%	-$94.8K	0.1%	40
2016 Q1	$245K	Hold	4,846	–	–	0.18%	31
2015 Q4	$244K	Sell	4,846 -3,878	-44%	-$196K	0.17%	33
2015 Q3	$434K	Buy	8,724 +171	+2%	+$9.08K	0.33%	24
2015 Q2	$465K	Hold	8,553	–	–	0.35%	13
2015 Q1	$469K	Buy	+8,553	New	+$484K	0.3%	25

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sharkey, Howes & Javer's MRK Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Merck (MRK) in Q3 2019, closing a stake of 1,275 shares — an estimated $102K sold.

Sharkey, Howes & Javer first reported a position in MRK in Q1 2015 and held it in 18 quarters. The position peaked at $469K in Q1 2015. 2,306 funds tracked by Wall St. Rank hold MRK as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Merck position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 1,275 Merck shares in Q3 2019, an estimated $102K.
Sharkey, Howes & Javer first reported a position in Merck in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's Merck position peaked at $469K in Q1 2015.
2,306 funds tracked by Wall St. Rank held Merck as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.