Camarda Financial Advisors’s Marsh MRSH Stock Holding History

Camarda Financial Advisors’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
2019 Q3	–	Sell	-11	Closed	-$1K	–	309
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	439
2019 Q1	$1K	Buy	+11	New	+$973	﹤0.01%	477
2018 Q3	–	Sell	-140	Closed	-$11K	–	239
2018 Q2	$11K	Buy	+140	New	+$11.4K	0.01%	162
2016 Q3	–	Sell	-752	Closed	-$51K	–	237
2016 Q2	$51K	Buy	+752	New	+$48.3K	0.03%	138
2015 Q2	–	Sell	-27	Closed	-$2K	–	256
2015 Q1	$2K	Hold	27	–	–	﹤0.01%	226
2014 Q4	$2K	Hold	27	–	–	﹤0.01%	243
2014 Q3	$1K	Hold	27	–	–	﹤0.01%	204
2014 Q2	$1K	Hold	27	–	–	﹤0.01%	208
2014 Q1	$1K	Hold	27	–	–	﹤0.01%	191
2013 Q4	$1K	Buy	+27	New	+$1.25K	﹤0.01%	175

Other funds holding MRSH

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Camarda Financial Advisors's MRSH Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Marsh (MRSH) in Q3 2019, closing a stake of 11 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in MRSH in Q4 2013 and held it in 10 quarters. The position peaked at $51K in Q2 2016. 835 funds tracked by Wall St. Rank hold MRSH as of Q3 2019.

Camarda Financial Advisors reported no remaining Marsh position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 11 Marsh shares in Q3 2019, an estimated $1K.
Camarda Financial Advisors first reported a position in Marsh in Q4 2013 and held it in 10 quarters.
Camarda Financial Advisors's Marsh position peaked at $51K in Q2 2016.
835 funds tracked by Wall St. Rank held Marsh as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.