Constellation Wealth Advisors’s Marsh MRSH Stock Holding History

Constellation Wealth Advisors’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
2015 Q3	–	Sell	-8,061	Closed	-$457K	–	127
2015 Q2	$457K	Sell	8,061 -2,290	-22%	-$132K	0.04%	140
2015 Q1	$581K	Buy	10,351 +270	+3%	+$15.2K	0.05%	136
2014 Q4	$577K	Hold	10,081	–	–	0.05%	134
2014 Q3	$528K	Buy	+10,081	New	+$526K	0.05%	140

Other funds holding MRSH

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Constellation Wealth Advisors's MRSH Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Marsh (MRSH) in Q3 2015, closing a stake of 8,061 shares — an estimated $457K sold.

Constellation Wealth Advisors first reported a position in MRSH in Q3 2014 and held it in 4 quarters. The position peaked at $581K in Q1 2015. 590 funds tracked by Wall St. Rank hold MRSH as of Q3 2015.

Constellation Wealth Advisors reported no remaining Marsh position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 8,061 Marsh shares in Q3 2015, an estimated $457K.
Constellation Wealth Advisors first reported a position in Marsh in Q3 2014 and held it in 4 quarters.
Constellation Wealth Advisors's Marsh position peaked at $581K in Q1 2015.
590 funds tracked by Wall St. Rank held Marsh as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.