AFWM
MRSH

AMJ Financial Wealth Management’s Marsh MRSH Stock Holding History

AMJ Financial 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
2020
Q1 		– Sell
-26,281
Closed -$2.93M – 50
2019
Q4 		$2.93M Buy
+26,281
New +$2.75M 2.06% 24

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AMJ Financial Wealth Management's MRSH Position: Q1 2020 in Review

AMJ Financial Wealth Management sold out of Marsh (MRSH) in Q1 2020, closing a stake of 26,281 shares — an estimated $2.93M sold.

AMJ Financial Wealth Management first reported a position in MRSH in Q4 2019 and held it in 1 quarter. The position peaked at $2.93M in Q4 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • AMJ Financial Wealth Management reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 26,281 Marsh shares in Q1 2020, an estimated $2.93M.
  • AMJ Financial Wealth Management first reported a position in Marsh in Q4 2019 and held it in 1 quarter.
  • AMJ Financial Wealth Management's Marsh position peaked at $2.93M in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.