AWM
MRSH

Alterna Wealth Management’s Marsh MRSH Stock Holding History

Alterna 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
Q1 		– Sell
-5,221
Closed -$407K – 247
2018
Q4 		$407K Buy
+5,221
New +$435K 0.07% 206

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Alterna Wealth Management's MRSH Position: Q1 2019 in Review

Alterna Wealth Management sold out of Marsh (MRSH) in Q1 2019, closing a stake of 5,221 shares — an estimated $407K sold.

Alterna Wealth Management first reported a position in MRSH in Q4 2018 and held it in 1 quarter. The position peaked at $407K in Q4 2018. 836 funds tracked by Wall St. Rank hold MRSH as of Q1 2019.

  • Alterna Wealth Management reported no remaining Marsh position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 5,221 Marsh shares in Q1 2019, an estimated $407K.
  • Alterna Wealth Management first reported a position in Marsh in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Marsh position peaked at $407K in Q4 2018.
  • 836 funds tracked by Wall St. Rank held Marsh as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.