First Allied Advisory Services’s Marsh MRSH Stock Holding History

First Allied Advisory Services’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
2017 Q4	–	Sell	-2,554	Closed	-$209K	–	1553
2017 Q3	$209K	Buy	+2,554	New	+$202K	0.01%	999
2016 Q3	–	Sell	-2,932	Closed	-$201K	–	1074
2016 Q2	$201K	Buy	+2,932	New	+$188K	0.01%	935

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Allied Advisory Services's MRSH Position: Q4 2017 in Review

First Allied Advisory Services sold out of Marsh (MRSH) in Q4 2017, closing a stake of 2,554 shares — an estimated $209K sold.

First Allied Advisory Services first reported a position in MRSH in Q2 2016 and held it in 2 quarters. The position peaked at $209K in Q3 2017. 808 funds tracked by Wall St. Rank hold MRSH as of Q4 2017.

First Allied Advisory Services reported no remaining Marsh position as of Q4 2017 after selling out during the quarter.
First Allied Advisory Services sold 2,554 Marsh shares in Q4 2017, an estimated $209K.
First Allied Advisory Services first reported a position in Marsh in Q2 2016 and held it in 2 quarters.
First Allied Advisory Services's Marsh position peaked at $209K in Q3 2017.
808 funds tracked by Wall St. Rank held Marsh as of Q4 2017.

Based on First Allied Advisory Services's 13F filing for Q4 2017, filed 8 Feb 2018.