FPCM
MRSH

Financial Partners Capital Management’s Marsh MRSH Stock Holding History

Financial Partners Capital Management’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
2016
Q1 		– Sell
-10,150
Closed -$563K – 110
2015
Q4 		$563K Sell
10,150
-1,914
-16% -$105K 0.13% 93
2015
Q3 		$630K Sell
12,064
-2,694
-18% -$150K 0.16% 88
2015
Q2 		$837K Buy
14,758
+7
+0% +$404 0.21% 84
2015
Q1 		$827K Sell
14,751
-42
-0.3% -$2.37K 0.21% 79
2014
Q4 		$847K Buy
14,793
+1,407
+11% +$77.2K 0.23% 77
2014
Q3 		$701K Buy
13,386
+1,358
+11% +$70.8K 0.2% 75
2014
Q2 		$623K Buy
12,028
+8
+0.1% +$397 0.19% 80
2014
Q1 		$593K Sell
12,020
-43
-0.4% -$2.06K 0.19% 81
2013
Q4 		$583K Buy
12,063
+8
+0.1% +$371 0.19% 81
2013
Q3 		$525K Sell
12,055
-1,716
-12% -$72.2K 0.21% 69
2013
Q2 		$550K Buy
+13,771
New +$539K 0.25% 67

Other funds holding MRSH

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Vanguard Group
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State Street
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return