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Strategic Capital Group’s Merck MRK Stock Holding History

Strategic Capital Group’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
2014
Q2 		$97K Hold
1,759
– – 0.03% 170
2014
Q1 		$95K Buy
1,759
+370
+27% +$19.2K 0.03% 185
2013
Q4 		$66K Hold
1,389
– – 0.05% 163
2013
Q3 		$63K Buy
1,389
+105
+8% +$4.79K 0.02% 189
2013
Q2 		$57K Buy
+1,284
New +$57.3K 0.03% 174

Other funds holding MRK

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Capital Group's MRK Position: Q2 2014 in Review

Strategic Capital Group held its Merck (MRK) position steady in Q2 2014 at 1,759 shares worth $97K. The position accounts for 0.03% of the portfolio, ranked #170.

Strategic Capital Group first reported a position in MRK in Q2 2013 and has held it in 5 quarters since. 1,619 funds tracked by Wall St. Rank hold MRK as of Q2 2014.

  • Strategic Capital Group held 1,759 shares of Merck worth $97K as of Q2 2014.
  • Strategic Capital Group left its Merck share count unchanged in Q2 2014.
  • Merck made up 0.03% of Strategic Capital Group's portfolio in Q2 2014, its #170 holding.
  • Strategic Capital Group first reported a position in Merck in Q2 2013 and has held it in 5 quarters since.
  • 1,619 funds tracked by Wall St. Rank held Merck as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.