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Aevitas Wealth Management’s Marsh MRSH Stock Holding History

Aevitas Wealth 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
2018
Q4 		– Sell
-52
Closed -$4K – 435
2018
Q3 		$4K Buy
52
+1
+2% +$85 ﹤0.01% 402
2018
Q2 		$4K Hold
51
– – ﹤0.01% 378
2018
Q1 		$4K Hold
51
– – ﹤0.01% 381
2017
Q4 		$4K Buy
+51
New +$4.24K ﹤0.01% 381

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Aevitas Wealth Management's MRSH Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Marsh (MRSH) in Q4 2018, closing a stake of 52 shares — an estimated $4K sold.

Aevitas Wealth Management first reported a position in MRSH in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 826 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Marsh position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 52 Marsh shares in Q4 2018, an estimated $4K.
  • Aevitas Wealth Management first reported a position in Marsh in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Marsh position peaked at $4K in Q3 2018.
  • 826 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.