GGPS
MRSH

Gary Goldberg Planning Services’s Marsh MRSH Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$5K Hold
91
– – ﹤0.01% 396
2014
Q3 		$5K Buy
+91
New +$4.75K ﹤0.01% 417
2014
Q2 		– Sell
-12
Closed -$1K – 439
2014
Q1 		$1K Buy
+12
New +$575 ﹤0.01% 376

Other funds holding MRSH

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gary Goldberg Planning Services's MRSH Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Marsh (MRSH) position steady in Q4 2014 at 91 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Gary Goldberg Planning Services first reported a position in MRSH in Q1 2014 and has held it in 3 quarters since. 605 funds tracked by Wall St. Rank hold MRSH as of Q4 2014.

  • Gary Goldberg Planning Services held 91 shares of Marsh worth $5K as of Q4 2014.
  • Gary Goldberg Planning Services left its Marsh share count unchanged in Q4 2014.
  • Marsh made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #396 holding.
  • Gary Goldberg Planning Services first reported a position in Marsh in Q1 2014 and has held it in 3 quarters since.
  • 605 funds tracked by Wall St. Rank held Marsh as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.