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B. Riley Wealth Management’s Marsh MRSH Stock Holding History

B. Riley 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
2015
Q3 		– Sell
-35
Closed -$1K – 518
2015
Q2 		$1K Hold
35
– – ﹤0.01% 985
2015
Q1 		$1K Hold
35
– – ﹤0.01% 997
2014
Q4 		$2K Hold
35
– – ﹤0.01% 946
2014
Q3 		$1K Hold
35
– – ﹤0.01% 1038
2014
Q2 		$1K Hold
35
– – ﹤0.01% 1078
2014
Q1 		$2K Buy
+35
New +$1.68K ﹤0.01% 1008

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

B. Riley Wealth Management's MRSH Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Marsh (MRSH) in Q3 2015, closing a stake of 35 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in MRSH in Q1 2014 and held it in 6 quarters. The position peaked at $2K in Q4 2014. 590 funds tracked by Wall St. Rank hold MRSH as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Marsh position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 35 Marsh shares in Q3 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in Marsh in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Marsh position peaked at $2K in Q4 2014.
  • 590 funds tracked by Wall St. Rank held Marsh as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.