FWM
MRSH

Frontier Wealth Management’s Marsh MRSH Stock Holding History

Frontier Wealth 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
2017
Q4 		– Sell
-2,582
Closed -$216K – 380
2017
Q3 		$216K Sell
2,582
-2,288
-47% -$181K 0.03% 347
2017
Q2 		$380K Hold
4,870
– – 0.06% 261
2017
Q1 		$360K Hold
4,870
– – 0.06% 270
2016
Q4 		$329K Hold
4,870
– – 0.05% 272
2016
Q3 		$328K Buy
+4,870
New +$326K 0.05% 262

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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

Frontier Wealth Management's MRSH Position: Q4 2017 in Review

Frontier Wealth Management sold out of Marsh (MRSH) in Q4 2017, closing a stake of 2,582 shares — an estimated $216K sold.

Frontier Wealth Management first reported a position in MRSH in Q3 2016 and held it in 5 quarters. The position peaked at $380K in Q2 2017. 808 funds tracked by Wall St. Rank hold MRSH as of Q4 2017.

  • Frontier Wealth Management reported no remaining Marsh position as of Q4 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 2,582 Marsh shares in Q4 2017, an estimated $216K.
  • Frontier Wealth Management first reported a position in Marsh in Q3 2016 and held it in 5 quarters.
  • Frontier Wealth Management's Marsh position peaked at $380K in Q2 2017.
  • 808 funds tracked by Wall St. Rank held Marsh as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.