Alpha Omega Wealth Management’s Marsh MRSH Stock Holding History

Alpha Omega 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
2019 Q3	–	Sell	-185	Closed	-$18K	–	423
2019 Q2	$18K	Hold	185	–	–	0.01%	381
2019 Q1	$17K	Hold	185	–	–	0.01%	373
2018 Q4	$15K	Hold	185	–	–	0.01%	329
2018 Q3	$15K	Hold	185	–	–	0.01%	337
2018 Q2	$15K	Hold	185	–	–	0.01%	341
2018 Q1	$15K	Hold	185	–	–	0.01%	316
2017 Q4	$15K	Hold	185	–	–	0.01%	315
2017 Q3	$16K	Hold	185	–	–	0.01%	317
2017 Q2	$14K	Hold	185	–	–	0.01%	321
2017 Q1	$14K	Hold	185	–	–	0.01%	319
2016 Q4	$13K	Buy	+185	New	+$12.4K	0.01%	326

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Alpha Omega Wealth Management's MRSH Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of Marsh (MRSH) in Q3 2019, closing a stake of 185 shares — an estimated $18K sold.

Alpha Omega Wealth Management first reported a position in MRSH in Q4 2016 and held it in 11 quarters. The position peaked at $18K in Q2 2019. 835 funds tracked by Wall St. Rank hold MRSH as of Q3 2019.

Alpha Omega Wealth Management reported no remaining Marsh position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 185 Marsh shares in Q3 2019, an estimated $18K.
Alpha Omega Wealth Management first reported a position in Marsh in Q4 2016 and held it in 11 quarters.
Alpha Omega Wealth Management's Marsh position peaked at $18K in Q2 2019.
835 funds tracked by Wall St. Rank held Marsh as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.