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Capital Investment Advisory Services’s Marsh MRSH Stock Holding History

Capital Investment Advisory Services’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
2020
Q3 		– Sell
-3,529
Closed -$379K – 651
2020
Q2 		$379K Buy
3,529
+50
+1% +$5.06K 0.08% 220
2020
Q1 		$301K Buy
3,479
+27
+0.8% +$2.88K 0.07% 230
2019
Q4 		$385K Sell
3,452
-104
-3% -$10.9K 0.1% 195
2019
Q3 		$356K Sell
3,556
-111
-3% -$11.1K 0.1% 187
2019
Q2 		$370K Buy
3,667
+3,456
+1,638% +$331K 0.11% 191
2019
Q1 		$20K Hold
211
– – 0.01% 685
2018
Q4 		$17K Buy
+211
New +$17.6K 0.01% 675

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Investment Advisory Services's MRSH Position: Q3 2020 in Review

Capital Investment Advisory Services sold out of Marsh (MRSH) in Q3 2020, closing a stake of 3,529 shares — an estimated $379K sold.

Capital Investment Advisory Services first reported a position in MRSH in Q4 2018 and held it in 7 quarters. The position peaked at $385K in Q4 2019. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

  • Capital Investment Advisory Services reported no remaining Marsh position as of Q3 2020 after selling out during the quarter.
  • Capital Investment Advisory Services sold 3,529 Marsh shares in Q3 2020, an estimated $379K.
  • Capital Investment Advisory Services first reported a position in Marsh in Q4 2018 and held it in 7 quarters.
  • Capital Investment Advisory Services's Marsh position peaked at $385K in Q4 2019.
  • 937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Capital Investment Advisory Services's 13F filing for Q3 2020, filed 19 Oct 2020.