Archford Capital Strategies’s Marsh MRSH Stock Holding History

Archford Capital Strategies’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	-40	Closed	-$2K	–	744
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	520
2016 Q3	$2K	Sell	40 -40	-50%	-$2.68K	﹤0.01%	532
2016 Q2	$6K	Buy	+80	New	+$5.14K	﹤0.01%	453
2016 Q1	–	Sell	-80	Closed	-$6K	–	434
2015 Q4	$6K	Hold	80	–	–	﹤0.01%	526
2015 Q3	$4K	Buy	80 +40	+100%	+$2.23K	﹤0.01%	469
2015 Q2	$2K	Hold	40	–	–	﹤0.01%	498
2015 Q1	$2.24K	Hold	40	–	–	﹤0.01%	510
2014 Q4	$2K	Hold	40	–	–	﹤0.01%	524
2014 Q3	$2K	Hold	40	–	–	﹤0.01%	514
2014 Q2	$2.07K	Hold	40	–	–	﹤0.01%	682
2014 Q1	$1.97K	Buy	+40	New	+$1.92K	﹤0.01%	648

Other funds holding MRSH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return