Advantage Investment Management’s Marsh MRSH Stock Holding History

Advantage Investment Management’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$12K	Sell	119 -10	-8%	-$1K	0.01%	616
2019 Q2	$13K	Sell	129 -10	-7%	-$957	0.01%	621
2019 Q1	$13K	Sell	139 -18	-11%	-$1.59K	0.01%	612
2018 Q4	$13K	Hold	157	–	–	0.01%	598
2018 Q3	$13K	Buy	+157	New	+$13.3K	0.01%	658
2017 Q4	–	Sell	-41	Closed	-$3K	–	1044
2017 Q3	$3K	Buy	+41	New	+$3.25K	﹤0.01%	900
2017 Q1	–	Sell	-1,620	Closed	-$109K	–	1017
2016 Q4	$109K	Sell	1,620 -45	-3%	-$3.02K	0.04%	213
2016 Q3	$112K	Sell	1,665 -888	-35%	-$59.5K	0.04%	204
2016 Q2	$175K	Hold	2,553	–	–	0.08%	146
2016 Q1	$155K	Buy	2,553 +992	+64%	+$55.6K	0.07%	161
2015 Q4	$87K	Sell	1,561 -58	-4%	-$3.2K	0.05%	254
2015 Q3	$85K	Buy	1,619 +852	+111%	+$47.6K	0.05%	241
2015 Q2	$43K	Buy	767 +709	+1,222%	+$41K	0.02%	356
2015 Q1	$3K	Hold	58	–	–	﹤0.01%	746
2014 Q4	$3K	Buy	+58	New	+$3.18K	﹤0.01%	673

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advantage Investment Management's MRSH Position: Q3 2019 in Review

Advantage Investment Management reduced its Marsh (MRSH) stake by 7.8% in Q3 2019, selling an estimated $1K and leaving 119 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #616.

Advantage Investment Management first reported a position in MRSH in Q4 2014 and has held it in 15 quarters since. The position peaked at $175K in Q2 2016. 835 funds tracked by Wall St. Rank hold MRSH as of Q3 2019.

Advantage Investment Management held 119 shares of Marsh worth $12K as of Q3 2019.
Advantage Investment Management sold 10 Marsh shares in Q3 2019, an estimated $1K.
Marsh made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #616 holding.
Advantage Investment Management first reported a position in Marsh in Q4 2014 and has held it in 15 quarters since.
Advantage Investment Management's Marsh position peaked at $175K in Q2 2016.
835 funds tracked by Wall St. Rank held Marsh as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.