Financial Partners Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,150
| Closed | -$563K | – | 110 |
|
|
2015
Q4 | $563K | Sell |
10,150
-1,914
| -16% | -$106K | 0.13% | 93 |
|
|
2015
Q3 | $630K | Sell |
12,064
-2,694
| -18% | -$141K | 0.16% | 88 |
|
|
2015
Q2 | $837K | Buy |
14,758
+7
| +0% | +$397 | 0.21% | 84 |
|
|
2015
Q1 | $827K | Sell |
14,751
-42
| -0.3% | -$2.36K | 0.21% | 79 |
|
|
2014
Q4 | $847K | Buy |
14,793
+1,407
| +11% | +$80.6K | 0.23% | 77 |
|
|
2014
Q3 | $701K | Buy |
13,386
+1,358
| +11% | +$71.1K | 0.2% | 75 |
|
|
2014
Q2 | $623K | Buy |
12,028
+8
| +0.1% | +$414 | 0.19% | 80 |
|
|
2014
Q1 | $593K | Sell |
12,020
-43
| -0.4% | -$2.12K | 0.19% | 81 |
|
|
2013
Q4 | $583K | Buy |
12,063
+8
| +0.1% | +$387 | 0.19% | 81 |
|
|
2013
Q3 | $525K | Sell |
12,055
-1,716
| -12% | -$74.7K | 0.21% | 69 |
|
|
2013
Q2 | $550K | Buy |
+13,771
| New | +$550K | 0.25% | 67 |
|