Atherton Lane Advisers’s Marsh MRSH Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$913K	Sell	16,458 -595	-3%	-$32.8K	0.05%	106
2015 Q3	$891K	Hold	17,053	–	–	0.06%	106
2015 Q2	$967K	Sell	17,053 -192	-1%	-$11.1K	0.05%	110
2015 Q1	$967K	Sell	17,245 -800	-4%	-$45.1K	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	+$771K	0.04%	140

Other funds holding MRSH

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Atherton Lane Advisers's MRSH Position: Q4 2015 in Review

Atherton Lane Advisers reduced its Marsh (MRSH) stake by 3.5% in Q4 2015, selling an estimated $32.8K and leaving 16,458 shares worth $913K. The position accounts for 0.05% of the portfolio, ranked #106.

Atherton Lane Advisers first reported a position in MRSH in Q2 2014 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2014. 602 funds tracked by Wall St. Rank hold MRSH as of Q4 2015.

Atherton Lane Advisers held 16,458 shares of Marsh worth $913K as of Q4 2015.
Atherton Lane Advisers sold 595 Marsh shares in Q4 2015, an estimated $32.8K.
Marsh made up 0.05% of Atherton Lane Advisers's portfolio in Q4 2015, its #106 holding.
Atherton Lane Advisers first reported a position in Marsh in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's Marsh position peaked at $1.03M in Q4 2014.
602 funds tracked by Wall St. Rank held Marsh as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.