Boston Private Bank & Trust’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $5.58M | Buy |
99,463
+50,851
| +105% | +$2.85M | 0.26% | 115 |
|
|
2014
Q4 | $2.78M | Buy |
48,612
+2,030
| +4% | +$116K | 0.13% | 159 |
|
|
2014
Q3 | $2.44M | Sell |
46,582
-995
| -2% | -$52.1K | 0.12% | 165 |
|
|
2014
Q2 | $2.47M | Buy |
47,577
+25,537
| +116% | +$1.32M | 0.12% | 165 |
|
|
2014
Q1 | $1.09M | Buy |
22,040
+10,638
| +93% | +$525K | 0.06% | 232 |
|
|
2013
Q4 | $551K | Buy |
11,402
+222
| +2% | +$10.7K | 0.03% | 279 |
|
|
2013
Q3 | $487K | Buy |
11,180
+2,720
| +32% | +$118K | 0.03% | 282 |
|
|
2013
Q2 | $338K | Buy |
+8,460
| New | +$338K | 0.02% | 309 |
|