Douglas C. Lane & Associates’s Marsh MRSH Stock Holding History

Douglas C. Lane & Associates’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	$378K	Sell	6,809 -100	-1%	-$5.51K	0.01%	182
2015 Q3	$361K	Sell	6,909 -620	-8%	-$34.6K	0.01%	187
2015 Q2	$427K	Sell	7,529 -2,421	-24%	-$140K	0.01%	181
2015 Q1	$558K	Buy	9,950 +1,200	+14%	+$67.7K	0.01%	165
2014 Q4	$501K	Sell	8,750 -3,675	-30%	-$202K	0.01%	168
2014 Q3	$650K	Sell	12,425 -6,839	-36%	-$357K	0.02%	155
2014 Q2	$998K	Sell	19,264 -5,077	-21%	-$252K	0.03%	143
2014 Q1	$1.2M	Sell	24,341 -30,098	-55%	-$1.44M	0.04%	134
2013 Q4	$2.63M	Sell	54,439 -15,588	-22%	-$723K	0.09%	121
2013 Q3	$3.05M	Sell	70,027 -25,502	-27%	-$1.07M	0.11%	119
2013 Q2	$3.81M	Buy	+95,529	New	+$3.74M	0.15%	107

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

Douglas C. Lane & Associates's MRSH Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its Marsh (MRSH) stake by 1.4% in Q4 2015, selling an estimated $5.51K and leaving 6,809 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #182.

Douglas C. Lane & Associates first reported a position in MRSH in Q2 2013 and has held it in 11 quarters since. The position peaked at $3.81M in Q2 2013. 602 funds tracked by Wall St. Rank hold MRSH as of Q4 2015.

Douglas C. Lane & Associates held 6,809 shares of Marsh worth $378K as of Q4 2015.
Douglas C. Lane & Associates sold 100 Marsh shares in Q4 2015, an estimated $5.51K.
Marsh made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #182 holding.
Douglas C. Lane & Associates first reported a position in Marsh in Q2 2013 and has held it in 11 quarters since.
Douglas C. Lane & Associates's Marsh position peaked at $3.81M in Q2 2013.
602 funds tracked by Wall St. Rank held Marsh as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.