BPBT
MRSH

Boston Private Bank & Trust’s Marsh MRSH Stock Holding History

Boston Private Bank & Trust’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
Q1 		$5.58M Buy
99,463
+50,851
+105% +$2.87M 0.26% 115
2014
Q4 		$2.78M Buy
48,612
+2,030
+4% +$111K 0.13% 159
2014
Q3 		$2.44M Sell
46,582
-995
-2% -$51.9K 0.12% 165
2014
Q2 		$2.46M Buy
47,577
+25,537
+116% +$1.27M 0.12% 165
2014
Q1 		$1.09M Buy
22,040
+10,638
+93% +$510K 0.06% 232
2013
Q4 		$551K Buy
11,402
+222
+2% +$10.3K 0.03% 279
2013
Q3 		$487K Buy
11,180
+2,720
+32% +$114K 0.03% 282
2013
Q2 		$338K Buy
+8,460
New +$331K 0.02% 309

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Boston Private Bank & Trust's MRSH Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Marsh (MRSH) stake by 105% in Q1 2015, buying an estimated $2.87M and bringing the position to 99,463 shares worth $5.58M. The position accounts for 0.26% of the portfolio, ranked #115.

Boston Private Bank & Trust first reported a position in MRSH in Q2 2013 and has held it in 8 quarters since. 601 funds tracked by Wall St. Rank hold MRSH as of Q1 2015.

  • Boston Private Bank & Trust held 99,463 shares of Marsh worth $5.58M as of Q1 2015.
  • Boston Private Bank & Trust bought 50,851 Marsh shares in Q1 2015, an estimated $2.87M.
  • Marsh made up 0.26% of Boston Private Bank & Trust's portfolio in Q1 2015, its #115 holding.
  • Boston Private Bank & Trust first reported a position in Marsh in Q2 2013 and has held it in 8 quarters since.
  • 601 funds tracked by Wall St. Rank held Marsh as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.