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Financial Architects (New Jersey)’s Marsh MRSH Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-132
Closed -$14K – 563
2020
Q2 		$14K Hold
132
– – ﹤0.01% 602
2020
Q1 		$11K Hold
132
– – ﹤0.01% 603
2019
Q4 		$15K Hold
132
– – ﹤0.01% 613
2019
Q3 		$13K Hold
132
– – ﹤0.01% 683
2019
Q2 		$13K Sell
132
-1,103
-89% -$106K ﹤0.01% 826
2019
Q1 		$116K Sell
1,235
-155
-11% -$13.7K 0.02% 425
2018
Q4 		$111K Sell
1,390
-201
-13% -$16.8K 0.02% 381
2018
Q3 		$131K Buy
1,591
+219
+16% +$18.6K 0.02% 398
2018
Q2 		$112K Sell
1,372
-32
-2% -$2.61K 0.02% 389
2018
Q1 		$116K Sell
1,404
-1,238
-47% -$103K 0.02% 424
2017
Q4 		$215K Sell
2,642
-68
-3% -$5.65K 0.04% 313
2017
Q3 		$227K Buy
2,710
+1,010
+59% +$80.1K 0.04% 298
2017
Q2 		$133K Sell
1,700
-71
-4% -$5.36K 0.02% 416
2017
Q1 		$131K Sell
1,771
-81
-4% -$5.79K 0.02% 400
2016
Q4 		$125K Sell
1,852
-292
-14% -$19.6K 0.03% 342
2016
Q3 		$144K Hold
2,144
– – 0.04% 320
2016
Q2 		$146K Buy
2,144
+1,641
+326% +$105K 0.04% 305
2016
Q1 		$31K Buy
+503
New +$28.2K 0.01% 493
2015
Q3 		– Sell
-503
Closed -$29K – 630
2015
Q2 		$29K Buy
503
+136
+37% +$7.86K 0.01% 547
2015
Q1 		$21K Sell
367
-220
-37% -$12.4K 0.01% 570
2014
Q4 		$34K Buy
587
+352
+150% +$19.3K 0.01% 412
2014
Q3 		$12K Hold
235
– – 0.01% 559
2014
Q2 		$12K Buy
+235
New +$11.7K 0.01% 594
2013
Q4 		– Sell
-1
Closed – – 397
2013
Q3 		$0 Hold
1
– – ﹤0.01% 763
2013
Q2 		$0 Buy
+1
New +$39 ﹤0.01% 633

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Architects (New Jersey)'s MRSH Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Marsh (MRSH) in Q3 2020, closing a stake of 132 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in MRSH in Q2 2013 and held it in 25 quarters. The position peaked at $227K in Q3 2017. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Marsh position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 132 Marsh shares in Q3 2020, an estimated $14K.
  • Financial Architects (New Jersey) first reported a position in Marsh in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s Marsh position peaked at $227K in Q3 2017.
  • 937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.