Endeavour Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-291,213
| Closed | -$19.7M | – | 78 |
|
|
2016
Q4 | $19.7M | Buy |
291,213
+147,428
| +103% | +$9.96M | 1.23% | 28 |
|
|
2016
Q3 | $9.67M | Buy |
143,785
+139,700
| +3,420% | +$9.4M | 0.72% | 45 |
|
|
2016
Q2 | $280K | Buy |
+4,085
| New | +$280K | 0.02% | 97 |
|
|
2015
Q1 | – | Sell |
-135,097
| Closed | -$7.73M | – | 133 |
|
|
2014
Q4 | $7.73M | Buy |
+135,097
| New | +$7.73M | 0.6% | 50 |
|
|
2013
Q3 | – | Sell |
-102,629
| Closed | -$4.1M | – | 89 |
|
|
2013
Q2 | $4.1M | Buy |
+102,629
| New | +$4.1M | 0.62% | 49 |
|