Vector Wealth Management’s Merck MRK Stock Holding History

Vector 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
2016 Q4	$499K	Sell	8,884 -6	-0.1%	-$351	0.35%	39
2016 Q3	$530K	Buy	8,890 +519	+6%	+$30.4K	0.36%	39
2016 Q2	$460K	Buy	8,371 +924	+12%	+$49.2K	0.31%	41
2016 Q1	$376K	Buy	7,447 +14	+0.2%	+$686	0.28%	43
2015 Q4	$374K	Buy	7,433 +131	+2%	+$6.61K	0.29%	42
2015 Q3	$369K	Sell	7,302 -504	-6%	-$26.8K	0.29%	46
2015 Q2	$424K	Buy	7,806 +567	+8%	+$31.8K	0.33%	37
2015 Q1	$397K	Buy	7,239 +807	+13%	+$45.7K	0.32%	32
2014 Q4	$348K	Buy	6,432 +691	+12%	+$38.5K	0.26%	39
2014 Q3	$325K	Buy	5,741 +650	+13%	+$36.5K	0.24%	37
2014 Q2	$281K	Buy	5,091 +104	+2%	+$5.67K	0.21%	40
2014 Q1	$270K	Sell	4,987 -62	-1%	-$3.21K	0.2%	38
2013 Q4	$241K	Sell	5,049 -118	-2%	-$5.39K	0.17%	47
2013 Q3	$234K	Sell	5,167 -449	-8%	-$20.5K	0.17%	54
2013 Q2	$249K	Buy	+5,616	New	+$251K	0.18%	48

Other funds holding MRK

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vector Wealth Management's MRK Position: Q4 2016 in Review

Vector Wealth Management reduced its Merck (MRK) stake by 0.07% in Q4 2016, selling an estimated $351 and leaving 8,884 shares worth $499K. The position accounts for 0.35% of the portfolio, ranked #39.

Vector Wealth Management first reported a position in MRK in Q2 2013 and has held it in 15 quarters since. The position peaked at $530K in Q3 2016. 1,912 funds tracked by Wall St. Rank hold MRK as of Q4 2016.

Vector Wealth Management held 8,884 shares of Merck worth $499K as of Q4 2016.
Vector Wealth Management sold 6 Merck shares in Q4 2016, an estimated $351.
Merck made up 0.35% of Vector Wealth Management's portfolio in Q4 2016, its #39 holding.
Vector Wealth Management first reported a position in Merck in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's Merck position peaked at $530K in Q3 2016.
1,912 funds tracked by Wall St. Rank held Merck as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.