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Welch Capital Partners’s Merck MRK Stock Holding History

Welch Capital 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
2014
Q2 		– Sell
-7,972
Closed -$432K – 40
2014
Q1 		$432K Sell
7,972
-7,671
-49% -$397K 0.15% 35
2013
Q4 		$747K Hold
15,643
– – 0.25% 31
2013
Q3 		$711K Hold
15,643
– – 0.24% 37
2013
Q2 		$693K Buy
+15,643
New +$699K 0.24% 36

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Welch Capital Partners's MRK Position: Q2 2014 in Review

Welch Capital Partners sold out of Merck (MRK) in Q2 2014, closing a stake of 7,972 shares — an estimated $432K sold.

Welch Capital Partners first reported a position in MRK in Q2 2013 and held it in 4 quarters. The position peaked at $747K in Q4 2013. 1,620 funds tracked by Wall St. Rank hold MRK as of Q2 2014.

  • Welch Capital Partners reported no remaining Merck position as of Q2 2014 after selling out during the quarter.
  • Welch Capital Partners sold 7,972 Merck shares in Q2 2014, an estimated $432K.
  • Welch Capital Partners first reported a position in Merck in Q2 2013 and held it in 4 quarters.
  • Welch Capital Partners's Merck position peaked at $747K in Q4 2013.
  • 1,620 funds tracked by Wall St. Rank held Merck as of Q2 2014.

Based on Welch Capital Partners's 13F filing for Q2 2014, filed 22 Jul 2014.