CAM
MRSH

Capstone Asset Management’s Marsh MRSH Stock Holding History

Capstone Asset 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
Q2 		$3.69M Sell
47,402
-829
-2% -$62.6K 0.1% 234
2017
Q1 		$3.56M Buy
48,231
+2,310
+5% +$165K 0.1% 243
2016
Q4 		$3.1M Sell
45,921
-200
-0.4% -$13.4K 0.09% 269
2016
Q3 		$3.1M Buy
46,121
+2,660
+6% +$178K 0.09% 273
2016
Q2 		$2.98M Buy
43,461
+2,192
+5% +$141K 0.09% 272
2016
Q1 		$2.51M Sell
41,269
-790
-2% -$44.2K 0.07% 327
2015
Q4 		$2.33M Buy
42,059
+980
+2% +$54K 0.07% 346
2015
Q3 		$2.15M Buy
41,079
+1,678
+4% +$93.7K 0.07% 346
2015
Q2 		$2.23M Sell
39,401
-5,360
-12% -$310K 0.06% 351
2015
Q1 		$2.51M Buy
44,761
+1,680
+4% +$94.7K 0.07% 329
2014
Q4 		$2.47M Buy
43,081
+4,210
+11% +$231K 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% -$449K 0.06% 349
2014
Q1 		$2.34M Sell
47,515
-6,340
-12% -$304K 0.07% 324
2013
Q4 		$2.6M Sell
53,855
-36,693
-41% -$1.7M 0.08% 300
2013
Q3 		$3.94M Buy
90,548
+1,384
+2% +$58.2K 0.1% 237
2013
Q2 		$3.56M Buy
+89,164
New +$3.49M 0.09% 232

Other funds holding MRSH

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

Capstone Asset Management's MRSH Position: Q2 2017 in Review

Capstone Asset Management reduced its Marsh (MRSH) stake by 1.7% in Q2 2017, selling an estimated $62.6K and leaving 47,402 shares worth $3.69M. The position accounts for 0.1% of the portfolio, ranked #234.

Capstone Asset Management first reported a position in MRSH in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.94M in Q3 2013. 737 funds tracked by Wall St. Rank hold MRSH as of Q2 2017.

  • Capstone Asset Management held 47,402 shares of Marsh worth $3.69M as of Q2 2017.
  • Capstone Asset Management sold 829 Marsh shares in Q2 2017, an estimated $62.6K.
  • Marsh made up 0.1% of Capstone Asset Management's portfolio in Q2 2017, its #234 holding.
  • Capstone Asset Management first reported a position in Marsh in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Marsh position peaked at $3.94M in Q3 2013.
  • 737 funds tracked by Wall St. Rank held Marsh as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.