FP
MRSH

FDO Partners’s Marsh MRSH Stock Holding History

FDO Partners’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
-10,402
Closed -$847K – 81
2017
Q4 		$847K Buy
+10,402
New +$865K 0.72% 36
2017
Q1 		– Sell
-11,244
Closed -$760K – 261
2016
Q4 		$760K Buy
+11,244
New +$754K 0.31% 126
2016
Q1 		– Sell
-21,296
Closed -$1.18M – 297
2015
Q4 		$1.18M Buy
+21,296
New +$1.17M 0.67% 51

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FDO Partners's MRSH Position: Q1 2018 in Review

FDO Partners sold out of Marsh (MRSH) in Q1 2018, closing a stake of 10,402 shares — an estimated $847K sold.

FDO Partners first reported a position in MRSH in Q4 2015 and held it in 3 quarters. The position peaked at $1.18M in Q4 2015. 815 funds tracked by Wall St. Rank hold MRSH as of Q1 2018.

  • FDO Partners reported no remaining Marsh position as of Q1 2018 after selling out during the quarter.
  • FDO Partners sold 10,402 Marsh shares in Q1 2018, an estimated $847K.
  • FDO Partners first reported a position in Marsh in Q4 2015 and held it in 3 quarters.
  • FDO Partners's Marsh position peaked at $1.18M in Q4 2015.
  • 815 funds tracked by Wall St. Rank held Marsh as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.