CPWM LLC’s Marsh MRSH Stock Holding History

CPWM LLC’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 Q4	–	Sell	-4,683	Closed	-$245K	–	287
2015 Q3	$245K	Buy	+4,683	New	+$261K	0.05%	228

Other funds holding MRSH

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

BIT

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CPWM LLC's MRSH Position: Q4 2015 in Review

CPWM LLC sold out of Marsh (MRSH) in Q4 2015, closing a stake of 4,683 shares — an estimated $245K sold.

CPWM LLC first reported a position in MRSH in Q3 2015 and held it in 1 quarter. The position peaked at $245K in Q3 2015. 602 funds tracked by Wall St. Rank hold MRSH as of Q4 2015.

CPWM LLC reported no remaining Marsh position as of Q4 2015 after selling out during the quarter.
CPWM LLC sold 4,683 Marsh shares in Q4 2015, an estimated $245K.
CPWM LLC first reported a position in Marsh in Q3 2015 and held it in 1 quarter.
CPWM LLC's Marsh position peaked at $245K in Q3 2015.
602 funds tracked by Wall St. Rank held Marsh as of Q4 2015.

Based on CPWM LLC's 13F filing for Q4 2015, filed 9 Jun 2017.