BTR Capital Management’s Marsh MRSH Stock Holding History

BTR Capital Management’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 Q2	–	Sell	-3,750	Closed	-$210K	–	158
2015 Q1	$210K	Buy	+3,750	New	+$211K	0.05%	148

Other funds holding MRSH

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BTR Capital Management's MRSH Position: Q2 2015 in Review

BTR Capital Management sold out of Marsh (MRSH) in Q2 2015, closing a stake of 3,750 shares — an estimated $210K sold.

BTR Capital Management first reported a position in MRSH in Q1 2015 and held it in 1 quarter. The position peaked at $210K in Q1 2015. 599 funds tracked by Wall St. Rank hold MRSH as of Q2 2015.

BTR Capital Management reported no remaining Marsh position as of Q2 2015 after selling out during the quarter.
BTR Capital Management sold 3,750 Marsh shares in Q2 2015, an estimated $210K.
BTR Capital Management first reported a position in Marsh in Q1 2015 and held it in 1 quarter.
BTR Capital Management's Marsh position peaked at $210K in Q1 2015.
599 funds tracked by Wall St. Rank held Marsh as of Q2 2015.

Based on BTR Capital Management's 13F filing for Q2 2015, filed 13 Jul 2015.