CCM
MRSH

Credo Capital Management’s Marsh MRSH Stock Holding History

Credo Capital 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
2013
Q4 		$214K Sell
4,426
-8,782
-66% -$407K 0.92% 58
2013
Q3 		$575K Sell
13,208
-48,232
-79% -$2.03M 0.99% 55
2013
Q2 		$2.45M Buy
+61,440
New +$2.4M 1.89% 19

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Credo Capital Management's MRSH Position: Q4 2013 in Review

Credo Capital Management reduced its Marsh (MRSH) stake by 66% in Q4 2013, selling an estimated $407K and leaving 4,426 shares worth $214K. The position accounts for 0.92% of the portfolio, ranked #58.

Credo Capital Management first reported a position in MRSH in Q2 2013 and has held it in 3 quarters since. The position peaked at $2.45M in Q2 2013. 550 funds tracked by Wall St. Rank hold MRSH as of Q4 2013.

  • Credo Capital Management held 4,426 shares of Marsh worth $214K as of Q4 2013.
  • Credo Capital Management sold 8,782 Marsh shares in Q4 2013, an estimated $407K.
  • Marsh made up 0.92% of Credo Capital Management's portfolio in Q4 2013, its #58 holding.
  • Credo Capital Management first reported a position in Marsh in Q2 2013 and has held it in 3 quarters since.
  • Credo Capital Management's Marsh position peaked at $2.45M in Q2 2013.
  • 550 funds tracked by Wall St. Rank held Marsh as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.