Gupta Wealth Management’s Marsh MRSH Stock Holding History

Gupta Wealth Management’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
2016 Q1	$1.64M	Buy	26,902 +7,270	+37%	+$407K	0.38%	65
2015 Q4	$1.09M	Buy	19,632 +17,058	+663%	+$940K	0.28%	80
2015 Q3	$134K	Buy	2,574 +2,446	+1,911%	+$137K	0.03%	301
2015 Q2	$7K	Buy	128 +40	+45%	+$2.31K	﹤0.01%	970
2015 Q1	$5K	Buy	+88	New	+$4.96K	﹤0.01%	897

Other funds holding MRSH

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Gupta Wealth Management's MRSH Position: Q1 2016 in Review

Gupta Wealth Management increased its Marsh (MRSH) stake by 37% in Q1 2016, buying an estimated $407K and bringing the position to 26,902 shares worth $1.64M. The position accounts for 0.38% of the portfolio, ranked #65.

Gupta Wealth Management first reported a position in MRSH in Q1 2015 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold MRSH as of Q1 2016.

Gupta Wealth Management held 26,902 shares of Marsh worth $1.64M as of Q1 2016.
Gupta Wealth Management bought 7,270 Marsh shares in Q1 2016, an estimated $407K.
Marsh made up 0.38% of Gupta Wealth Management's portfolio in Q1 2016, its #65 holding.
Gupta Wealth Management first reported a position in Marsh in Q1 2015 and has held it in 5 quarters since.
608 funds tracked by Wall St. Rank held Marsh as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.