Atherton Lane Advisers’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $913K | Sell |
16,458
-595
| -3% | -$33K | 0.05% | 106 |
|
|
2015
Q3 | $891K | Hold |
17,053
| – | – | 0.06% | 106 |
|
|
2015
Q2 | $967K | Sell |
17,053
-192
| -1% | -$10.9K | 0.05% | 110 |
|
|
2015
Q1 | $967K | Sell |
17,245
-800
| -4% | -$44.9K | 0.05% | 121 |
|
|
2014
Q4 | $1.03M | Hold |
18,045
| – | – | 0.06% | 113 |
|
|
2014
Q3 | $944K | Buy |
18,045
+2,530
| +16% | +$132K | 0.05% | 121 |
|
|
2014
Q2 | $804K | Buy |
+15,515
| New | +$804K | 0.04% | 140 |
|