Truvvo Partners’s Merck MRK Stock Holding History

Truvvo Partners’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
2016 Q2	–	Sell	-12,052	Closed	-$609K	–	139
2016 Q1	$609K	Buy	+12,052	New	+$590K	0.27%	79

Other funds holding MRK

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Truvvo Partners's MRK Position: Q2 2016 in Review

Truvvo Partners sold out of Merck (MRK) in Q2 2016, closing a stake of 12,052 shares — an estimated $609K sold.

Truvvo Partners first reported a position in MRK in Q1 2016 and held it in 1 quarter. The position peaked at $609K in Q1 2016. 1,761 funds tracked by Wall St. Rank hold MRK as of Q2 2016.

Truvvo Partners reported no remaining Merck position as of Q2 2016 after selling out during the quarter.
Truvvo Partners sold 12,052 Merck shares in Q2 2016, an estimated $609K.
Truvvo Partners first reported a position in Merck in Q1 2016 and held it in 1 quarter.
Truvvo Partners's Merck position peaked at $609K in Q1 2016.
1,761 funds tracked by Wall St. Rank held Merck as of Q2 2016.

Based on Truvvo Partners's 13F filing for Q2 2016, filed 9 Aug 2016.