FTIOP
MRSH

Fiduciary Trust International of Pennsylvania’s Marsh MRSH Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2020
Q1 		$2.89M Sell
33,461
-23,815
-42% -$2.54M 0.14% 143
2019
Q4 		$6.38M Buy
57,276
+79
+0.1% +$8.25K 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% +$4.98M 0.27% 100
2019
Q1 		$1.3M Buy
13,892
+2,472
+22% +$219K 0.06% 198
2018
Q4 		$911K Buy
11,420
+1,002
+10% +$83.5K 0.05% 206
2018
Q3 		$862K Hold
10,418
– – 0.04% 243
2018
Q2 		$854K Buy
10,418
+1,800
+21% +$147K 0.04% 236
2018
Q1 		$712K Sell
8,618
-425
-5% -$35.2K 0.03% 267
2017
Q4 		$736K Hold
9,043
– – 0.03% 265
2017
Q3 		$758K Sell
9,043
-2,025
-18% -$161K 0.04% 236
2017
Q2 		$863K Buy
11,068
+93
+0.8% +$7.02K 0.04% 256
2017
Q1 		$811K Buy
10,975
+300
+3% +$21.4K 0.06% 175
2016
Q4 		$722K Sell
10,675
-273
-2% -$18.3K 0.06% 181
2016
Q3 		$736K Sell
10,948
-37
-0.3% -$2.48K 0.06% 181
2016
Q2 		$752K Buy
10,985
+287
+3% +$18.4K 0.06% 182
2016
Q1 		$650K Buy
10,698
+123
+1% +$6.89K 0.06% 189
2015
Q4 		$586K Sell
10,575
-800
-7% -$44.1K 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% -$19.7K 0.04% 212
2014
Q4 		$671K Sell
11,725
-700
-6% -$38.4K 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% +$88.2K 0.04% 216
2014
Q1 		$508K Sell
10,300
-200
-2% -$9.58K 0.04% 225
2013
Q4 		$508K Buy
10,500
+500
+5% +$23.2K 0.04% 225
2013
Q3 		$436K Hold
10,000
– – 0.04% 232
2013
Q2 		$399K Buy
+10,000
New +$391K 0.04% 230

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's MRSH Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania reduced its Marsh (MRSH) stake by 42% in Q1 2020, selling an estimated $2.54M and leaving 33,461 shares worth $2.89M. The position accounts for 0.14% of the portfolio, ranked #143.

Fiduciary Trust International of Pennsylvania first reported a position in MRSH in Q2 2013 and has held it in 28 quarters since. The position peaked at $6.58M in Q2 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 33,461 shares of Marsh worth $2.89M as of Q1 2020.
  • Fiduciary Trust International of Pennsylvania sold 23,815 Marsh shares in Q1 2020, an estimated $2.54M.
  • Marsh made up 0.14% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #143 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in Marsh in Q2 2013 and has held it in 28 quarters since.
  • Fiduciary Trust International of Pennsylvania's Marsh position peaked at $6.58M in Q2 2019.
  • 881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.