BHF Kleinwort Benson Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,029
| Closed | -$556K | – | 416 |
|
|
2015
Q4 | $556K | Buy |
+10,029
| New | +$556K | 0.01% | 352 |
|
|
2015
Q3 | – | Sell |
-11,460
| Closed | -$650K | – | 455 |
|
|
2015
Q2 | $650K | Buy |
11,460
+405
| +4% | +$23K | 0.02% | 306 |
|
|
2015
Q1 | $620K | Buy |
11,055
+2,905
| +36% | +$163K | 0.02% | 302 |
|
|
2014
Q4 | $279K | Sell |
8,150
-8,140
| -50% | -$279K | 0.01% | 322 |
|
|
2014
Q3 | $853K | Hold |
16,290
| – | – | 0.03% | 253 |
|
|
2014
Q2 | $844K | Hold |
16,290
| – | – | 0.02% | 258 |
|
|
2014
Q1 | $558K | Hold |
16,290
| – | – | 0.02% | 313 |
|
|
2013
Q4 | $788K | Hold |
16,290
| – | – | 0.05% | 180 |
|
|
2013
Q3 | $709K | Sell |
16,290
-9,680
| -37% | -$421K | 0.1% | 126 |
|
|
2013
Q2 | $986K | Buy |
+25,970
| New | +$986K | 0.12% | 120 |
|