Burnham Asset Management’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$226K Sell
2016
Q1
$431K Sell
2015
Q4
$421K Sell
2015
Q3
$407K Sell
2015
Q2
$476K Sell
2015
Q1
$477K Hold
2014
Q4
$487K Hold
2014
Q3
$445K Hold
2014
Q2
$440K Sell
2014
Q1
$429K Hold
2013
Q4
$421K Sell
2013
Q3
$392K Hold
2013
Q2
$359K Buy