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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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Partners Capital Management's MRSH Position: Q1 2016 in Review

Financial Partners Capital Management sold out of Marsh (MRSH) in Q1 2016, closing a stake of 10,150 shares — an estimated $563K sold.

Financial Partners Capital Management first reported a position in MRSH in Q2 2013 and held it in 11 quarters. The position peaked at $847K in Q4 2014. 608 funds tracked by Wall St. Rank hold MRSH as of Q1 2016.

  • Financial Partners Capital Management reported no remaining Marsh position as of Q1 2016 after selling out during the quarter.
  • Financial Partners Capital Management sold 10,150 Marsh shares in Q1 2016, an estimated $563K.
  • Financial Partners Capital Management first reported a position in Marsh in Q2 2013 and held it in 11 quarters.
  • Financial Partners Capital Management's Marsh position peaked at $847K in Q4 2014.
  • 608 funds tracked by Wall St. Rank held Marsh as of Q1 2016.

Based on Financial Partners Capital Management's 13F filing for Q1 2016, filed 2 May 2016.