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Sound View Wealth Advisors’s Merck MRK Stock Holding History

Sound View Wealth 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
2019
Q1 		$4.11M Buy
51,820
+1,707
+3% +$128K 1.29% 16
2018
Q4 		$3.65M Buy
+50,113
New +$3.54M 1.32% 17

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sound View Wealth Advisors's MRK Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Merck (MRK) stake by 3.4% in Q1 2019, buying an estimated $128K and bringing the position to 51,820 shares worth $4.11M. The position accounts for 1.29% of the portfolio, ranked #16.

Sound View Wealth Advisors first reported a position in MRK in Q4 2018 and has held it in 2 quarters since. 2,292 funds tracked by Wall St. Rank hold MRK as of Q1 2019.

  • Sound View Wealth Advisors held 51,820 shares of Merck worth $4.11M as of Q1 2019.
  • Sound View Wealth Advisors bought 1,707 Merck shares in Q1 2019, an estimated $128K.
  • Merck made up 1.29% of Sound View Wealth Advisors's portfolio in Q1 2019, its #16 holding.
  • Sound View Wealth Advisors first reported a position in Merck in Q4 2018 and has held it in 2 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Merck as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.