SWM
MRK icon

Strategic Wealth Management’s Merck MRK Stock Holding History

Strategic Wealth Management’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
-17,135
Closed -$759K – 32
2013
Q2 		$759K Buy
+17,135
New +$765K 0.79% 20

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
Franklin Resources
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Wealth Management's MRK Position: Q3 2013 in Review

Strategic Wealth Management sold out of Merck (MRK) in Q3 2013, closing a stake of 17,135 shares — an estimated $759K sold.

Strategic Wealth Management first reported a position in MRK in Q2 2013 and held it in 1 quarter. The position peaked at $759K in Q2 2013. 1,470 funds tracked by Wall St. Rank hold MRK as of Q3 2013.

  • Strategic Wealth Management reported no remaining Merck position as of Q3 2013 after selling out during the quarter.
  • Strategic Wealth Management sold 17,135 Merck shares in Q3 2013, an estimated $759K.
  • Strategic Wealth Management first reported a position in Merck in Q2 2013 and held it in 1 quarter.
  • Strategic Wealth Management's Merck position peaked at $759K in Q2 2013.
  • 1,470 funds tracked by Wall St. Rank held Merck as of Q3 2013.

Based on Strategic Wealth Management's 13F filing for Q3 2013, filed 30 Oct 2013.