Fiduciary Trust International of Pennsylvania’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.89M | Sell |
33,461
-23,815
| -42% | -$2.06M | 0.14% | 143 |
|
|
2019
Q4 | $6.38M | Buy |
57,276
+79
| +0.1% | +$8.8K | 0.24% | 98 |
|
|
2019
Q3 | $5.72M | Sell |
57,197
-8,761
| -13% | -$876K | 0.23% | 117 |
|
|
2019
Q2 | $6.58M | Buy |
65,958
+52,066
| +375% | +$5.19M | 0.27% | 100 |
|
|
2019
Q1 | $1.3M | Buy |
13,892
+2,472
| +22% | +$232K | 0.06% | 198 |
|
|
2018
Q4 | $911K | Buy |
11,420
+1,002
| +10% | +$79.9K | 0.05% | 206 |
|
|
2018
Q3 | $862K | Hold |
10,418
| – | – | 0.04% | 243 |
|
|
2018
Q2 | $854K | Buy |
10,418
+1,800
| +21% | +$148K | 0.04% | 236 |
|
|
2018
Q1 | $712K | Sell |
8,618
-425
| -5% | -$35.1K | 0.03% | 267 |
|
|
2017
Q4 | $736K | Hold |
9,043
| – | – | 0.03% | 265 |
|
|
2017
Q3 | $758K | Sell |
9,043
-2,025
| -18% | -$170K | 0.04% | 236 |
|
|
2017
Q2 | $863K | Buy |
11,068
+93
| +0.8% | +$7.25K | 0.04% | 256 |
|
|
2017
Q1 | $811K | Buy |
10,975
+300
| +3% | +$22.2K | 0.06% | 175 |
|
|
2016
Q4 | $722K | Sell |
10,675
-273
| -2% | -$18.5K | 0.06% | 181 |
|
|
2016
Q3 | $736K | Sell |
10,948
-37
| -0.3% | -$2.49K | 0.06% | 181 |
|
|
2016
Q2 | $752K | Buy |
10,985
+287
| +3% | +$19.6K | 0.06% | 182 |
|
|
2016
Q1 | $650K | Buy |
10,698
+123
| +1% | +$7.47K | 0.06% | 189 |
|
|
2015
Q4 | $586K | Sell |
10,575
-800
| -7% | -$44.3K | 0.05% | 190 |
|
|
2015
Q3 | $594K | Hold |
11,375
| – | – | 0.06% | 181 |
|
|
2015
Q2 | $645K | Hold |
11,375
| – | – | 0.04% | 247 |
|
|
2015
Q1 | $638K | Sell |
11,375
-350
| -3% | -$19.6K | 0.04% | 212 |
|
|
2014
Q4 | $671K | Sell |
11,725
-700
| -6% | -$40.1K | 0.04% | 211 |
|
|
2014
Q3 | $650K | Buy |
12,425
+350
| +3% | +$18.3K | 0.04% | 213 |
|
|
2014
Q2 | $626K | Buy |
12,075
+1,775
| +17% | +$92K | 0.04% | 216 |
|
|
2014
Q1 | $508K | Sell |
10,300
-200
| -2% | -$9.86K | 0.04% | 225 |
|
|
2013
Q4 | $508K | Buy |
10,500
+500
| +5% | +$24.2K | 0.04% | 225 |
|
|
2013
Q3 | $436K | Hold |
10,000
| – | – | 0.04% | 232 |
|
|
2013
Q2 | $399K | Buy |
+10,000
| New | +$399K | 0.04% | 230 |
|