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WFG Advisors’s Merck MRK Stock Holding History

WFG 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
2017
Q2 		$864K Buy
14,125
+2,039
+17% +$124K 0.2% 121
2017
Q1 		$733K Sell
12,086
-13,017
-52% -$790K 0.2% 122
2016
Q4 		$1.41M Buy
25,103
+12,484
+99% +$731K 0.35% 75
2016
Q3 		$751K Buy
12,619
+57
+0.5% +$3.33K 0.19% 130
2016
Q2 		$691K Buy
12,562
+656
+6% +$34.9K 0.18% 133
2016
Q1 		$601K Buy
11,906
+172
+1% +$8.42K 0.17% 144
2015
Q4 		$591K Buy
11,734
+468
+4% +$23.6K 0.18% 140
2015
Q3 		$531K Sell
11,266
-7,389
-40% -$393K 0.17% 145
2015
Q2 		$1.01M Buy
18,655
+8,656
+87% +$485K 0.28% 76
2015
Q1 		$548K Sell
9,999
-15,264
-60% -$864K 0.15% 154
2014
Q4 		$1.37M Sell
25,263
-6,405
-20% -$357K 0.28% 74
2014
Q3 		$1.79M Sell
31,668
-681
-2% -$38.2K 0.34% 55
2014
Q2 		$1.79M Buy
32,349
+1,192
+4% +$65K 0.33% 65
2014
Q1 		$1.69M Buy
31,157
+3,173
+11% +$164K 0.34% 56
2013
Q4 		$1.34M Sell
27,984
-1,460
-5% -$66.7K 0.19% 131
2013
Q3 		$1.34M Sell
29,444
-592
-2% -$27K 0.21% 124
2013
Q2 		$1.33M Buy
+30,036
New +$1.34M 0.22% 116

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's MRK Position: Q2 2017 in Review

WFG Advisors increased its Merck (MRK) stake by 17% in Q2 2017, buying an estimated $124K and bringing the position to 14,125 shares worth $864K. The position accounts for 0.2% of the portfolio, ranked #121.

WFG Advisors first reported a position in MRK in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.79M in Q3 2014. 1,925 funds tracked by Wall St. Rank hold MRK as of Q2 2017.

  • WFG Advisors held 14,125 shares of Merck worth $864K as of Q2 2017.
  • WFG Advisors bought 2,039 Merck shares in Q2 2017, an estimated $124K.
  • Merck made up 0.2% of WFG Advisors's portfolio in Q2 2017, its #121 holding.
  • WFG Advisors first reported a position in Merck in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Merck position peaked at $1.79M in Q3 2014.
  • 1,925 funds tracked by Wall St. Rank held Merck as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.