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US Financial Advisors’s Merck MRK Stock Holding History

US Financial Advisors’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
-415
Closed -$21K – 267
2016
Q1 		$21K Sell
415
-829
-67% -$40.6K 0.04% 159
2015
Q4 		$63K Buy
1,244
+1,107
+808% +$55.8K 0.06% 124
2015
Q3 		$6K Sell
137
-734
-84% -$39K 0.01% 290
2015
Q2 		$47K Buy
871
+734
+536% +$41.2K 0.04% 107
2015
Q1 		$8K Hold
137
– – 0.01% 283
2014
Q4 		$7K Buy
+137
New +$7.63K 0.01% 265

Other funds holding MRK

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

US Financial Advisors's MRK Position: Q2 2016 in Review

US Financial Advisors sold out of Merck (MRK) in Q2 2016, closing a stake of 415 shares — an estimated $21K sold.

US Financial Advisors first reported a position in MRK in Q4 2014 and held it in 6 quarters. The position peaked at $63K in Q4 2015. 1,761 funds tracked by Wall St. Rank hold MRK as of Q2 2016.

  • US Financial Advisors reported no remaining Merck position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 415 Merck shares in Q2 2016, an estimated $21K.
  • US Financial Advisors first reported a position in Merck in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Merck position peaked at $63K in Q4 2015.
  • 1,761 funds tracked by Wall St. Rank held Merck as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.