BCM
MRSH

Barometer Capital Management’s Marsh MRSH Stock Holding History

Barometer Capital 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
2016
Q4 		– Sell
-34,600
Closed -$2.33M – 170
2016
Q3 		$2.33M Sell
34,600
-48,700
-58% -$3.26M 0.26% 82
2016
Q2 		$5.7M Buy
+83,300
New +$5.35M 0.57% 40
2015
Q3 		– Sell
-39,300
Closed -$2.23M – 168
2015
Q2 		$2.23M Buy
39,300
+4,700
+14% +$271K 0.18% 68
2015
Q1 		$1.94M Buy
34,600
+8,600
+33% +$485K 0.15% 66
2014
Q4 		$1.49M Buy
26,000
+11,100
+74% +$609K 0.13% 61
2014
Q3 		$780K Buy
14,900
+4,900
+49% +$255K 0.06% 93
2014
Q2 		$518K Buy
+10,000
New +$497K 0.1% 88

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barometer Capital Management's MRSH Position: Q4 2016 in Review

Barometer Capital Management sold out of Marsh (MRSH) in Q4 2016, closing a stake of 34,600 shares — an estimated $2.33M sold.

Barometer Capital Management first reported a position in MRSH in Q2 2014 and held it in 7 quarters. The position peaked at $5.7M in Q2 2016. 728 funds tracked by Wall St. Rank hold MRSH as of Q4 2016.

  • Barometer Capital Management reported no remaining Marsh position as of Q4 2016 after selling out during the quarter.
  • Barometer Capital Management sold 34,600 Marsh shares in Q4 2016, an estimated $2.33M.
  • Barometer Capital Management first reported a position in Marsh in Q2 2014 and held it in 7 quarters.
  • Barometer Capital Management's Marsh position peaked at $5.7M in Q2 2016.
  • 728 funds tracked by Wall St. Rank held Marsh as of Q4 2016.

Based on Barometer Capital Management's 13F filing for Q4 2016, filed 17 Jan 2017.