Simply Money Advisors’s Merck MRK Stock Holding History

Simply Money Advisors’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
2013 Q3	–	Sell	-18,046	Closed	-$800K	–	280
2013 Q2	$800K	Buy	+18,046	New	+$806K	0.14%	19

Other funds holding MRK

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Simply Money Advisors's MRK Position: Q3 2013 in Review

Simply Money Advisors sold out of Merck (MRK) in Q3 2013, closing a stake of 18,046 shares — an estimated $800K sold.

Simply Money Advisors first reported a position in MRK in Q2 2013 and held it in 1 quarter. The position peaked at $800K in Q2 2013. 1,470 funds tracked by Wall St. Rank hold MRK as of Q3 2013.

Simply Money Advisors reported no remaining Merck position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 18,046 Merck shares in Q3 2013, an estimated $800K.
Simply Money Advisors first reported a position in Merck in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Merck position peaked at $800K in Q2 2013.
1,470 funds tracked by Wall St. Rank held Merck as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.