Braun Stacey Associates’s Marsh MRSH Stock Holding History

Braun Stacey Associates’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
2018 Q2	–	Sell	-7,995	Closed	-$660K	–	128
2018 Q1	$660K	Sell	7,995 -12,897	-62%	-$1.07M	0.05%	119
2017 Q4	$1.7M	Sell	20,892 -22,667	-52%	-$1.88M	0.11%	112
2017 Q3	$3.65M	Sell	43,559 -2,220	-5%	-$176K	0.25%	102
2017 Q2	$3.57M	Sell	45,779 -3,755	-8%	-$284K	0.23%	103
2017 Q1	$3.66M	Sell	49,534 -12,570	-20%	-$898K	0.23%	104
2016 Q4	$4.2M	Sell	62,104 -174,593	-74%	-$11.7M	0.28%	108
2016 Q3	$15.9M	Sell	236,697 -8,838	-4%	-$592K	1.01%	45
2016 Q2	$16.8M	Buy	245,535 +31,980	+15%	+$2.05M	1.09%	38
2016 Q1	$13M	Buy	+213,555	New	+$12M	0.85%	64
2015 Q3	–	Sell	-3,600	Closed	-$204K	–	219
2015 Q2	$204K	Hold	3,600	–	–	0.01%	299
2015 Q1	$202K	Hold	3,600	–	–	0.01%	151
2014 Q4	$206K	Sell	3,600 -1,000	-22%	-$54.9K	0.01%	155
2014 Q3	$241K	Hold	4,600	–	–	0.01%	151
2014 Q2	$238K	Buy	+4,600	New	+$228K	0.01%	149

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Braun Stacey Associates's MRSH Position: Q2 2018 in Review

Braun Stacey Associates sold out of Marsh (MRSH) in Q2 2018, closing a stake of 7,995 shares — an estimated $660K sold.

Braun Stacey Associates first reported a position in MRSH in Q2 2014 and held it in 14 quarters. The position peaked at $16.8M in Q2 2016. 795 funds tracked by Wall St. Rank hold MRSH as of Q2 2018.

Braun Stacey Associates reported no remaining Marsh position as of Q2 2018 after selling out during the quarter.
Braun Stacey Associates sold 7,995 Marsh shares in Q2 2018, an estimated $660K.
Braun Stacey Associates first reported a position in Marsh in Q2 2014 and held it in 14 quarters.
Braun Stacey Associates's Marsh position peaked at $16.8M in Q2 2016.
795 funds tracked by Wall St. Rank held Marsh as of Q2 2018.

Based on Braun Stacey Associates's 13F filing for Q2 2018, filed 1 Aug 2018.