Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
– Sell
-3,405
Closed -$285K – 92
2017
Q3
$285K Sell
3,405
-265
-7% -$21K 0.35% 61
2017
Q2
$286K Sell
3,670
-135
-4% -$10.2K 0.35% 60
2017
Q1
$281K Sell
3,805
-25
-0.7% -$1.79K 0.34% 62
2016
Q4
$259K Sell
3,830
-405
-10% -$27.2K 0.23% 60
2016
Q3
$285K Buy
+4,235
New +$284K 0.22% 55

Other funds holding MRSH

Gratry & Company's MRSH Position: Q4 2017 in Review

Gratry & Company sold out of Marsh (MRSH) in Q4 2017, closing a stake of 3,405 shares — an estimated $285K sold.

Gratry & Company first reported a position in MRSH in Q3 2016 and held it in 5 quarters. The position peaked at $286K in Q2 2017. 808 funds tracked by Wall St. Rank hold MRSH as of Q4 2017.

  • Gratry & Company reported no remaining Marsh position as of Q4 2017 after selling out during the quarter.
  • Gratry & Company sold 3,405 Marsh shares in Q4 2017, an estimated $285K.
  • Gratry & Company first reported a position in Marsh in Q3 2016 and held it in 5 quarters.
  • Gratry & Company's Marsh position peaked at $286K in Q2 2017.
  • 808 funds tracked by Wall St. Rank held Marsh as of Q4 2017.

Based on Gratry & Company's 13F filing for Q4 2017, filed 5 Feb 2018.