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AllSquare Wealth Management’s Marsh MRSH Stock Holding History

AllSquare 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
2017
Q1 		– Sell
-342
Closed -$23K – 390
2016
Q4 		$23K Hold
342
– – 0.02% 180
2016
Q3 		$23K Hold
342
– – 0.02% 157
2016
Q2 		$23K Hold
342
– – 0.02% 156
2016
Q1 		$21K Buy
+342
New +$19.2K 0.02% 165

Other funds holding MRSH

Wellington Management Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllSquare Wealth Management's MRSH Position: Q1 2017 in Review

AllSquare Wealth Management sold out of Marsh (MRSH) in Q1 2017, closing a stake of 342 shares — an estimated $23K sold.

AllSquare Wealth Management first reported a position in MRSH in Q1 2016 and held it in 4 quarters. The position peaked at $23K in Q4 2016. 719 funds tracked by Wall St. Rank hold MRSH as of Q1 2017.

  • AllSquare Wealth Management reported no remaining Marsh position as of Q1 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 342 Marsh shares in Q1 2017, an estimated $23K.
  • AllSquare Wealth Management first reported a position in Marsh in Q1 2016 and held it in 4 quarters.
  • AllSquare Wealth Management's Marsh position peaked at $23K in Q4 2016.
  • 719 funds tracked by Wall St. Rank held Marsh as of Q1 2017.

Based on AllSquare Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.