Empire Life Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-126,814
| Closed | -$10.5M | – | 100 |
|
|
2018
Q3 | $10.5M | Sell |
126,814
-8,469
| -6% | -$701K | 0.8% | 45 |
|
|
2018
Q2 | $11.1M | Buy |
135,283
+654
| +0.5% | +$53.6K | 0.8% | 44 |
|
|
2018
Q1 | $11.1M | Buy |
134,629
+2,527
| +2% | +$209K | 0.79% | 46 |
|
|
2017
Q4 | $10.8M | Sell |
132,102
-77,925
| -37% | -$6.34M | 0.83% | 45 |
|
|
2017
Q3 | $17.6M | Sell |
210,027
-30,008
| -13% | -$2.51M | 1.42% | 29 |
|
|
2017
Q2 | $18.7M | Buy |
240,035
+1,546
| +0.6% | +$121K | 1.63% | 19 |
|
|
2017
Q1 | $13.4M | Sell |
238,489
-181,921
| -43% | -$10.2M | 1.31% | 30 |
|
|
2016
Q4 | $29.4M | Buy |
+420,410
| New | +$29.4M | 2.38% | 9 |
|