HWM
MRSH

Heartwood Wealth Management’s Marsh MRSH Stock Holding History

Heartwood 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
Q2 		– Sell
-2,209
Closed -$134K – 19
2016
Q1 		$134K Hold
2,209
– – 0.19% 10
2015
Q4 		$122K Buy
+2,209
New +$122K 0.13% 10

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Heartwood Wealth Management's MRSH Position: Q2 2016 in Review

Heartwood Wealth Management sold out of Marsh (MRSH) in Q2 2016, closing a stake of 2,209 shares — an estimated $134K sold.

Heartwood Wealth Management first reported a position in MRSH in Q4 2015 and held it in 2 quarters. The position peaked at $134K in Q1 2016. 634 funds tracked by Wall St. Rank hold MRSH as of Q2 2016.

  • Heartwood Wealth Management reported no remaining Marsh position as of Q2 2016 after selling out during the quarter.
  • Heartwood Wealth Management sold 2,209 Marsh shares in Q2 2016, an estimated $134K.
  • Heartwood Wealth Management first reported a position in Marsh in Q4 2015 and held it in 2 quarters.
  • Heartwood Wealth Management's Marsh position peaked at $134K in Q1 2016.
  • 634 funds tracked by Wall St. Rank held Marsh as of Q2 2016.

Based on Heartwood Wealth Management's 13F filing for Q2 2016, filed 15 Jul 2016.