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Calton & Associates’s Marsh MRSH Stock Holding History

Calton & 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
-11,838
Closed -$978K – 355
2018
Q1 		$978K Buy
11,838
+9,707
+456% +$804K 0.28% 75
2017
Q4 		$176K Buy
+2,131
New +$177K 0.04% 370

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Calton & Associates's MRSH Position: Q2 2018 in Review

Calton & Associates sold out of Marsh (MRSH) in Q2 2018, closing a stake of 11,838 shares — an estimated $978K sold.

Calton & Associates first reported a position in MRSH in Q4 2017 and held it in 2 quarters. The position peaked at $978K in Q1 2018. 795 funds tracked by Wall St. Rank hold MRSH as of Q2 2018.

  • Calton & Associates reported no remaining Marsh position as of Q2 2018 after selling out during the quarter.
  • Calton & Associates sold 11,838 Marsh shares in Q2 2018, an estimated $978K.
  • Calton & Associates first reported a position in Marsh in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Marsh position peaked at $978K in Q1 2018.
  • 795 funds tracked by Wall St. Rank held Marsh as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.