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Spectrum Financial Alliance’s Merck MRK Stock Holding History

Spectrum Financial Alliance’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 		– Sell
-419
Closed -$30K – 69
2018
Q4 		$30K Hold
419
– – 0.02% 30
2018
Q3 		$28K Hold
419
– – 0.02% 38
2018
Q2 		$24K Hold
419
– – 0.02% 44
2018
Q1 		$21K Buy
+419
New +$22.6K 0.01% 46

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

Spectrum Financial Alliance's MRK Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Merck (MRK) in Q1 2019, closing a stake of 419 shares — an estimated $30K sold.

Spectrum Financial Alliance first reported a position in MRK in Q1 2018 and held it in 4 quarters. The position peaked at $30K in Q4 2018. 2,292 funds tracked by Wall St. Rank hold MRK as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Merck position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 419 Merck shares in Q1 2019, an estimated $30K.
  • Spectrum Financial Alliance first reported a position in Merck in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Merck position peaked at $30K in Q4 2018.
  • 2,292 funds tracked by Wall St. Rank held Merck as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.