Fusion Family Wealth’s Marsh MRSH Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-102	Closed	-$6K	–	380
2016 Q4	$6K	Buy	+102	New	+$6.84K	﹤0.01%	293

Other funds holding MRSH

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fusion Family Wealth's MRSH Position: Q1 2017 in Review

Fusion Family Wealth sold out of Marsh (MRSH) in Q1 2017, closing a stake of 102 shares — an estimated $6K sold.

Fusion Family Wealth first reported a position in MRSH in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 719 funds tracked by Wall St. Rank hold MRSH as of Q1 2017.

Fusion Family Wealth reported no remaining Marsh position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 102 Marsh shares in Q1 2017, an estimated $6K.
Fusion Family Wealth first reported a position in Marsh in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Marsh position peaked at $6K in Q4 2016.
719 funds tracked by Wall St. Rank held Marsh as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.