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Tower Trust’s Merck MRK Stock Holding History

Tower Trust’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
Q1 		$743K Buy
13,724
+980
+8% +$50.7K 0.47% 60
2013
Q4 		$608K Buy
12,744
+1,085
+9% +$49.6K 0.37% 75
2013
Q3 		$529K Sell
11,659
-290
-2% -$13.2K 0.36% 79
2013
Q2 		$530K Buy
+11,949
New +$534K 0.38% 75

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tower Trust's MRK Position: Q1 2014 in Review

Tower Trust increased its Merck (MRK) stake by 7.7% in Q1 2014, buying an estimated $50.7K and bringing the position to 13,724 shares worth $743K. The position accounts for 0.47% of the portfolio, ranked #60.

Tower Trust first reported a position in MRK in Q2 2013 and has held it in 4 quarters since. 1,602 funds tracked by Wall St. Rank hold MRK as of Q1 2014.

  • Tower Trust held 13,724 shares of Merck worth $743K as of Q1 2014.
  • Tower Trust bought 980 Merck shares in Q1 2014, an estimated $50.7K.
  • Merck made up 0.47% of Tower Trust's portfolio in Q1 2014, its #60 holding.
  • Tower Trust first reported a position in Merck in Q2 2013 and has held it in 4 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Merck as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.