Vontobel Swiss Wealth Advisors’s Merck MRK Stock Holding History

Vontobel Swiss Wealth 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
2020 Q3	–	Sell	-13,300	Closed	-$981K	–	78
2020 Q2	$981K	Hold	13,300	–	–	0.64%	36
2020 Q1	$976K	Sell	13,300 -1,666	-11%	-$131K	0.74%	38
2019 Q4	$1.3M	Sell	14,966 -1,174	-7%	-$96.4K	0.85%	39
2019 Q3	$1.3M	Buy	16,140 +1,488	+10%	+$119K	0.84%	43
2019 Q2	$1.17M	Buy	+14,652	New	+$1.12M	0.63%	56
2017 Q1	–	Sell	-4,962	Closed	-$279K	–	76
2016 Q4	$279K	Buy	4,962 +89	+2%	+$5.21K	0.17%	57
2016 Q3	$290K	Hold	4,873	–	–	0.16%	61
2016 Q2	$241K	Sell	4,873 -262	-5%	-$13.9K	0.14%	66
2016 Q1	$259K	Buy	+5,135	New	+$251K	0.14%	60

Other funds holding MRK

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

BlackRock New York $5.72T AUM 30.48% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Vontobel Swiss Wealth Advisors's MRK Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Merck (MRK) in Q3 2020, closing a stake of 13,300 shares — an estimated $981K sold.

Vontobel Swiss Wealth Advisors first reported a position in MRK in Q1 2016 and held it in 9 quarters. The position peaked at $1.3M in Q4 2019. 2,558 funds tracked by Wall St. Rank hold MRK as of Q3 2020.

Vontobel Swiss Wealth Advisors reported no remaining Merck position as of Q3 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 13,300 Merck shares in Q3 2020, an estimated $981K.
Vontobel Swiss Wealth Advisors first reported a position in Merck in Q1 2016 and held it in 9 quarters.
Vontobel Swiss Wealth Advisors's Merck position peaked at $1.3M in Q4 2019.
2,558 funds tracked by Wall St. Rank held Merck as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.