Guardian Investor Services’s Marsh MRSH Stock Holding History

Guardian Investor 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
2015 Q1	$209K	Sell	3,721 -22	-0.6%	-$1.24K	0.17%	147
2014 Q4	$214K	Sell	3,743 -118	-3%	-$6.47K	0.17%	147
2014 Q3	$202K	Sell	3,861 -218	-5%	-$11.4K	0.16%	150
2014 Q2	$211K	Sell	4,079 -153	-4%	-$7.6K	0.16%	159
2014 Q1	$209K	Sell	4,232 -178	-4%	-$8.53K	0.16%	158
2013 Q4	$213K	Hold	4,410	–	–	0.16%	149
2013 Q3	$192K	Sell	4,410 -45	-1%	-$1.89K	0.16%	150
2013 Q2	$178K	Buy	+4,455	New	+$174K	0.15%	155

Other funds holding MRSH

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Guardian Investor Services's MRSH Position: Q1 2015 in Review

Guardian Investor Services reduced its Marsh (MRSH) stake by 0.59% in Q1 2015, selling an estimated $1.24K and leaving 3,721 shares worth $209K. The position accounts for 0.17% of the portfolio, ranked #147.

Guardian Investor Services first reported a position in MRSH in Q2 2013 and has held it in 8 quarters since. The position peaked at $214K in Q4 2014. 601 funds tracked by Wall St. Rank hold MRSH as of Q1 2015.

Guardian Investor Services held 3,721 shares of Marsh worth $209K as of Q1 2015.
Guardian Investor Services sold 22 Marsh shares in Q1 2015, an estimated $1.24K.
Marsh made up 0.17% of Guardian Investor Services's portfolio in Q1 2015, its #147 holding.
Guardian Investor Services first reported a position in Marsh in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Marsh position peaked at $214K in Q4 2014.
601 funds tracked by Wall St. Rank held Marsh as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.