DCM
MRSH

Dynamic Capital Management’s Marsh MRSH Stock Holding History

Dynamic 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
2017
Q4 		– Sell
-107,396
Closed -$9M – 283
2017
Q3 		$9M Buy
107,396
+93,399
+667% +$7.4M 2.58% 4
2017
Q2 		$1.09M Buy
13,997
+5,251
+60% +$397K 0.25% 92
2017
Q1 		$646K Buy
+8,746
New +$625K 0.1% 203
2015
Q3 		– Sell
-16,565
Closed -$939K – 403
2015
Q2 		$939K Buy
16,565
+8,024
+94% +$463K 0.24% 106
2015
Q1 		$479K Buy
+8,541
New +$482K 0.17% 136
2014
Q4 		– Sell
-8,179
Closed -$428K – 354
2014
Q3 		$428K Sell
8,179
-14,111
-63% -$736K 0.11% 247
2014
Q2 		$1.16M Buy
22,290
+11,168
+100% +$555K 0.33% 97
2014
Q1 		$548K Sell
11,122
-2,378
-18% -$114K 0.18% 189
2013
Q4 		$653K Buy
+13,500
New +$626K 0.12% 265

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dynamic Capital Management's MRSH Position: Q4 2017 in Review

Dynamic Capital Management sold out of Marsh (MRSH) in Q4 2017, closing a stake of 107,396 shares — an estimated $9M sold.

Dynamic Capital Management first reported a position in MRSH in Q4 2013 and held it in 9 quarters. The position peaked at $9M in Q3 2017. 808 funds tracked by Wall St. Rank hold MRSH as of Q4 2017.

  • Dynamic Capital Management reported no remaining Marsh position as of Q4 2017 after selling out during the quarter.
  • Dynamic Capital Management sold 107,396 Marsh shares in Q4 2017, an estimated $9M.
  • Dynamic Capital Management first reported a position in Marsh in Q4 2013 and held it in 9 quarters.
  • Dynamic Capital Management's Marsh position peaked at $9M in Q3 2017.
  • 808 funds tracked by Wall St. Rank held Marsh as of Q4 2017.

Based on Dynamic Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.