CIM
MRSH

Calvert Investment Management’s Marsh MRSH Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-33,585
Closed -$2.27M – 376
2016
Q4 		$2.27M Sell
33,585
-4,106
-11% -$275K 0.08% 276
2016
Q3 		$2.54M Buy
37,691
+607
+2% +$40.7K 0.09% 266
2016
Q2 		$2.54M Sell
37,084
-2,629
-7% -$169K 0.1% 223
2016
Q1 		$2.41M Buy
39,713
+3,641
+10% +$204K 0.11% 197
2015
Q4 		$2M Buy
36,072
+10,523
+41% +$580K 0.09% 205
2015
Q3 		$1.33M Buy
25,549
+1,616
+7% +$90.2K 0.07% 185
2015
Q2 		$1.36M Buy
+23,933
New +$1.38M 0.06% 202

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Calvert Investment Management's MRSH Position: Q1 2017 in Review

Calvert Investment Management sold out of Marsh (MRSH) in Q1 2017, closing a stake of 33,585 shares — an estimated $2.27M sold.

Calvert Investment Management first reported a position in MRSH in Q2 2015 and held it in 7 quarters. The position peaked at $2.54M in Q2 2016. 719 funds tracked by Wall St. Rank hold MRSH as of Q1 2017.

  • Calvert Investment Management reported no remaining Marsh position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 33,585 Marsh shares in Q1 2017, an estimated $2.27M.
  • Calvert Investment Management first reported a position in Marsh in Q2 2015 and held it in 7 quarters.
  • Calvert Investment Management's Marsh position peaked at $2.54M in Q2 2016.
  • 719 funds tracked by Wall St. Rank held Marsh as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.