Gideon Capital Advisors’s Marsh MRSH Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-10,560	Closed	-$1.18M	–	131
2019 Q4	$1.18M	Sell	10,560 -3,362	-24%	-$351K	0.4%	97
2019 Q3	$1.39M	Buy	+13,922	New	+$1.39M	0.46%	78
2018 Q4	–	Sell	-3,386	Closed	-$280K	–	454
2018 Q3	$280K	Buy	+3,386	New	+$287K	0.13%	255
2018 Q1	–	Sell	-2,768	Closed	-$225K	–	424
2017 Q4	$225K	Buy	+2,768	New	+$230K	0.2%	242
2017 Q3	–	Sell	-9,714	Closed	-$757K	–	338
2017 Q2	$757K	Sell	9,714 -157	-2%	-$11.9K	0.83%	15
2017 Q1	$729K	Buy	9,871 +912	+10%	+$65.2K	0.43%	43
2016 Q4	$606K	Sell	8,959 -17,940	-67%	-$1.2M	0.39%	55
2016 Q3	$1.81M	Buy	+26,899	New	+$1.8M	1.09%	27
2015 Q3	–	Sell	-27,514	Closed	-$1.56M	–	288
2015 Q2	$1.56M	Buy	27,514 +7,940	+41%	+$459K	0.64%	53
2015 Q1	$1.1M	Buy	+19,574	New	+$1.1M	0.44%	90
2014 Q4	–	Sell	-25,413	Closed	-$1.33M	–	268
2014 Q3	$1.33M	Buy	+25,413	New	+$1.33M	0.51%	67
2014 Q2	–	Sell	-15,962	Closed	-$787K	–	292
2014 Q1	$787K	Buy	+15,962	New	+$765K	0.44%	77

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gideon Capital Advisors's MRSH Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Marsh (MRSH) in Q1 2020, closing a stake of 10,560 shares — an estimated $1.18M sold.

Gideon Capital Advisors first reported a position in MRSH in Q1 2014 and held it in 12 quarters. The position peaked at $1.81M in Q3 2016. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

Gideon Capital Advisors reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 10,560 Marsh shares in Q1 2020, an estimated $1.18M.
Gideon Capital Advisors first reported a position in Marsh in Q1 2014 and held it in 12 quarters.
Gideon Capital Advisors's Marsh position peaked at $1.81M in Q3 2016.
881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.