Cobiz Wealth’s Marsh MRSH Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-276	Closed	-$11K	–	269
2013 Q2	$11K	Buy	+276	New	+$10.8K	﹤0.01%	265

Other funds holding MRSH

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Cobiz Wealth's MRSH Position: Q3 2013 in Review

Cobiz Wealth sold out of Marsh (MRSH) in Q3 2013, closing a stake of 276 shares — an estimated $11K sold.

Cobiz Wealth first reported a position in MRSH in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 515 funds tracked by Wall St. Rank hold MRSH as of Q3 2013.

Cobiz Wealth reported no remaining Marsh position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 276 Marsh shares in Q3 2013, an estimated $11K.
Cobiz Wealth first reported a position in Marsh in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Marsh position peaked at $11K in Q2 2013.
515 funds tracked by Wall St. Rank held Marsh as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.