AIA
MRSH icon

Allegis Investment Advisors’s Marsh MRSH Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-310
Closed -$17K – 634
2015
Q4 		$17K Buy
+310
New +$17.1K 0.01% 551

Other funds holding MRSH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Allegis Investment Advisors's MRSH Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Marsh (MRSH) in Q1 2016, closing a stake of 310 shares — an estimated $17K sold.

Allegis Investment Advisors first reported a position in MRSH in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 608 funds tracked by Wall St. Rank hold MRSH as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Marsh position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 310 Marsh shares in Q1 2016, an estimated $17K.
  • Allegis Investment Advisors first reported a position in Marsh in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Marsh position peaked at $17K in Q4 2015.
  • 608 funds tracked by Wall St. Rank held Marsh as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.