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Catamount Wealth Management’s Marsh MRSH Stock Holding History

Catamount Wealth 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 		– Sell
-59
Closed -$4K – 183
2017
Q1 		$4K Hold
59
– – ﹤0.01% 156
2016
Q4 		$4K Hold
59
– – ﹤0.01% 143
2016
Q3 		$4K Buy
+59
New +$3.95K ﹤0.01% 134

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Catamount Wealth Management's MRSH Position: Q2 2017 in Review

Catamount Wealth Management sold out of Marsh (MRSH) in Q2 2017, closing a stake of 59 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in MRSH in Q3 2016 and held it in 3 quarters. The position peaked at $4K in Q1 2017. 737 funds tracked by Wall St. Rank hold MRSH as of Q2 2017.

  • Catamount Wealth Management reported no remaining Marsh position as of Q2 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 59 Marsh shares in Q2 2017, an estimated $4K.
  • Catamount Wealth Management first reported a position in Marsh in Q3 2016 and held it in 3 quarters.
  • Catamount Wealth Management's Marsh position peaked at $4K in Q1 2017.
  • 737 funds tracked by Wall St. Rank held Marsh as of Q2 2017.

Based on Catamount Wealth Management's 13F filing for Q2 2017, filed 4 Aug 2017.