Zions Trust National Association’s Merck MRK Stock Holding History

Zions Trust National Association’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 Q4	$179K	Buy	3,300 +880	+36%	+$49K	0.26%	42
2014 Q3	$137K	Sell	2,420 -209	-8%	-$11.7K	0.19%	51
2014 Q2	$145K	Buy	2,629 +209	+9%	+$11.4K	0.2%	50
2014 Q1	$131K	Hold	2,420	–	–	0.18%	53
2013 Q4	$115K	Sell	2,420 -722	-23%	-$33K	0.16%	58
2013 Q3	$143K	Buy	3,142 +1,189	+61%	+$54.3K	0.21%	50
2013 Q2	$86K	Buy	+1,953	New	+$87.2K	0.12%	68

Other funds holding MRK

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Zions Trust National Association's MRK Position: Q4 2014 in Review

Zions Trust National Association increased its Merck (MRK) stake by 36% in Q4 2014, buying an estimated $49K and bringing the position to 3,300 shares worth $179K. The position accounts for 0.26% of the portfolio, ranked #42.

Zions Trust National Association first reported a position in MRK in Q2 2013 and has held it in 7 quarters since. 1,723 funds tracked by Wall St. Rank hold MRK as of Q4 2014.

Zions Trust National Association held 3,300 shares of Merck worth $179K as of Q4 2014.
Zions Trust National Association bought 880 Merck shares in Q4 2014, an estimated $49K.
Merck made up 0.26% of Zions Trust National Association's portfolio in Q4 2014, its #42 holding.
Zions Trust National Association first reported a position in Merck in Q2 2013 and has held it in 7 quarters since.
1,723 funds tracked by Wall St. Rank held Merck as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.