Geneva Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.02M | Buy |
51,585
+8,930
| +21% | +$696K | 0.07% | 133 |
|
|
2017
Q1 | $3.15M | Sell |
42,655
-1,734
| -4% | -$128K | 0.06% | 158 |
|
|
2016
Q4 | $3M | Buy |
44,389
+1,639
| +4% | +$111K | 0.06% | 164 |
|
|
2016
Q3 | $2.88M | Buy |
42,750
+620
| +1% | +$41.7K | 0.05% | 160 |
|
|
2016
Q2 | $2.88M | Sell |
42,130
-1,297
| -3% | -$88.8K | 0.06% | 158 |
|
|
2016
Q1 | $2.64M | Sell |
43,427
-1,642
| -4% | -$99.8K | 0.05% | 154 |
|
|
2015
Q4 | $2.5M | Sell |
45,069
-1,520
| -3% | -$84.3K | 0.05% | 169 |
|
|
2015
Q3 | $2.43M | Sell |
46,589
-1,571
| -3% | -$82K | 0.05% | 166 |
|
|
2015
Q2 | $2.73M | Buy |
48,160
+3,320
| +7% | +$188K | 0.05% | 178 |
|
|
2015
Q1 | $2.52M | Hold |
44,840
| – | – | 0.05% | 184 |
|
|
2014
Q4 | $2.57M | Buy |
44,840
+870
| +2% | +$49.8K | 0.05% | 179 |
|
|
2014
Q3 | $2.3M | Sell |
43,970
-590
| -1% | -$30.9K | 0.04% | 180 |
|
|
2014
Q2 | $2.31M | Buy |
44,560
+1,370
| +3% | +$71K | 0.04% | 195 |
|
|
2014
Q1 | $2.13M | Buy |
43,190
+38,955
| +920% | +$1.92M | 0.04% | 200 |
|
|
2013
Q4 | $205K | Buy |
+4,235
| New | +$205K | ﹤0.01% | 466 |
|