Blue Rock Advisors’s Marsh MRSH Stock Holding History

Blue Rock Advisors’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	-7,946	Closed	-$534K	–	27
2016 Q3	$534K	Buy	+7,946	New	+$532K	1.18%	41

Other funds holding MRSH

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

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

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

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

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

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

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

Blue Rock Advisors's MRSH Position: Q4 2016 in Review

Blue Rock Advisors sold out of Marsh (MRSH) in Q4 2016, closing a stake of 7,946 shares — an estimated $534K sold.

Blue Rock Advisors first reported a position in MRSH in Q3 2016 and held it in 1 quarter. The position peaked at $534K in Q3 2016. 728 funds tracked by Wall St. Rank hold MRSH as of Q4 2016.

Blue Rock Advisors reported no remaining Marsh position as of Q4 2016 after selling out during the quarter.
Blue Rock Advisors sold 7,946 Marsh shares in Q4 2016, an estimated $534K.
Blue Rock Advisors first reported a position in Marsh in Q3 2016 and held it in 1 quarter.
Blue Rock Advisors's Marsh position peaked at $534K in Q3 2016.
728 funds tracked by Wall St. Rank held Marsh as of Q4 2016.

Based on Blue Rock Advisors's 13F filing for Q4 2016, filed 7 Feb 2017.