Cypress Asset Management’s Marsh MRSH Stock Holding History

Cypress Asset 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
2018 Q1	–	Sell	-8,000	Closed	-$651K	–	186
2017 Q4	$651K	Hold	8,000	–	–	0.14%	115
2017 Q3	$670K	Sell	8,000 -1,000	-11%	-$79.3K	0.14%	116
2017 Q2	$702K	Hold	9,000	–	–	0.14%	116
2017 Q1	$665K	Sell	9,000 -1,000	-10%	-$71.5K	0.13%	131
2016 Q4	$676K	Buy	+10,000	New	+$670K	0.13%	129
2016 Q3	–	Sell	-13,000	Closed	-$890K	–	207
2016 Q2	$890K	Hold	13,000	–	–	0.18%	115
2016 Q1	$790K	Hold	13,000	–	–	0.16%	118
2015 Q4	$721K	Hold	13,000	–	–	0.15%	123
2015 Q3	$679K	Sell	13,000 -2,000	-13%	-$112K	0.14%	122
2015 Q2	$850K	Hold	15,000	–	–	0.16%	115
2015 Q1	$841K	Hold	15,000	–	–	0.16%	114
2014 Q4	$859K	Hold	15,000	–	–	0.16%	108
2014 Q3	$785K	Hold	15,000	–	–	0.14%	114
2014 Q2	$777K	Hold	15,000	–	–	0.13%	112
2014 Q1	$739K	Hold	15,000	–	–	0.13%	114
2013 Q4	$725K	Hold	15,000	–	–	0.13%	119
2013 Q3	$653K	Hold	15,000	–	–	0.12%	122
2013 Q2	$599K	Buy	+15,000	New	+$587K	0.11%	124

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Cypress Asset Management's MRSH Position: Q1 2018 in Review

Cypress Asset Management sold out of Marsh (MRSH) in Q1 2018, closing a stake of 8,000 shares — an estimated $651K sold.

Cypress Asset Management first reported a position in MRSH in Q2 2013 and held it in 18 quarters. The position peaked at $890K in Q2 2016. 816 funds tracked by Wall St. Rank hold MRSH as of Q1 2018.

Cypress Asset Management reported no remaining Marsh position as of Q1 2018 after selling out during the quarter.
Cypress Asset Management sold 8,000 Marsh shares in Q1 2018, an estimated $651K.
Cypress Asset Management first reported a position in Marsh in Q2 2013 and held it in 18 quarters.
Cypress Asset Management's Marsh position peaked at $890K in Q2 2016.
816 funds tracked by Wall St. Rank held Marsh as of Q1 2018.

Based on Cypress Asset Management's 13F filing for Q1 2018, filed 14 May 2018.