AIC
MRSH

Ambs Investment Counsel’s Marsh MRSH Stock Holding History

Ambs Investment Counsel’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
2013
Q3 		$1.33M Sell
30,490
-50,000
-62% -$2.1M 0.79% 42
2013
Q2 		$3.21M Buy
+80,490
New +$3.15M 1.47% 35

Other funds holding MRSH

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ambs Investment Counsel's MRSH Position: Q3 2013 in Review

Ambs Investment Counsel reduced its Marsh (MRSH) stake by 62% in Q3 2013, selling an estimated $2.1M and leaving 30,490 shares worth $1.33M. The position accounts for 0.79% of the portfolio, ranked #42.

Ambs Investment Counsel first reported a position in MRSH in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.21M in Q2 2013. 515 funds tracked by Wall St. Rank hold MRSH as of Q3 2013.

  • Ambs Investment Counsel held 30,490 shares of Marsh worth $1.33M as of Q3 2013.
  • Ambs Investment Counsel sold 50,000 Marsh shares in Q3 2013, an estimated $2.1M.
  • Marsh made up 0.79% of Ambs Investment Counsel's portfolio in Q3 2013, its #42 holding.
  • Ambs Investment Counsel first reported a position in Marsh in Q2 2013 and has held it in 2 quarters since.
  • Ambs Investment Counsel's Marsh position peaked at $3.21M in Q2 2013.
  • 515 funds tracked by Wall St. Rank held Marsh as of Q3 2013.

Based on Ambs Investment Counsel's 13F filing for Q3 2013, filed 4 Nov 2013.