Capstone Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.7M | Sell |
47,402
-829
| -2% | -$64.6K | 0.1% | 234 |
|
|
2017
Q1 | $3.56M | Buy |
48,231
+2,310
| +5% | +$171K | 0.1% | 243 |
|
|
2016
Q4 | $3.1M | Sell |
45,921
-200
| -0.4% | -$13.5K | 0.09% | 269 |
|
|
2016
Q3 | $3.1M | Buy |
46,121
+2,660
| +6% | +$179K | 0.09% | 273 |
|
|
2016
Q2 | $2.98M | Buy |
43,461
+2,192
| +5% | +$150K | 0.09% | 272 |
|
|
2016
Q1 | $2.51M | Sell |
41,269
-790
| -2% | -$48K | 0.07% | 327 |
|
|
2015
Q4 | $2.33M | Buy |
42,059
+980
| +2% | +$54.3K | 0.07% | 346 |
|
|
2015
Q3 | $2.15M | Buy |
41,079
+1,678
| +4% | +$87.6K | 0.07% | 346 |
|
|
2015
Q2 | $2.23M | Sell |
39,401
-5,360
| -12% | -$304K | 0.06% | 351 |
|
|
2015
Q1 | $2.51M | Buy |
44,761
+1,680
| +4% | +$94.2K | 0.07% | 329 |
|
|
2014
Q4 | $2.47M | Buy |
43,081
+4,210
| +11% | +$241K | 0.07% | 318 |
|
|
2014
Q3 | $2.04M | Buy |
38,871
+400
| +1% | +$20.9K | 0.07% | 331 |
|
|
2014
Q2 | $1.99M | Sell |
38,471
-9,044
| -19% | -$469K | 0.06% | 349 |
|
|
2014
Q1 | $2.34M | Sell |
47,515
-6,340
| -12% | -$312K | 0.07% | 324 |
|
|
2013
Q4 | $2.6M | Sell |
53,855
-36,693
| -41% | -$1.77M | 0.08% | 300 |
|
|
2013
Q3 | $3.94M | Buy |
90,548
+1,384
| +2% | +$60.3K | 0.1% | 237 |
|
|
2013
Q2 | $3.56M | Buy |
+89,164
| New | +$3.56M | 0.09% | 232 |
|