HCM
MRSH icon

Herndon Capital Management’s Marsh MRSH Stock Holding History

Herndon Capital 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
Q4 		– Sell
-48
Closed -$3K – 422
2016
Q3 		$3K Hold
48
– – ﹤0.01% 321
2016
Q2 		$3K Buy
+48
New +$3.08K ﹤0.01% 329

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Herndon Capital Management's MRSH Position: Q4 2016 in Review

Herndon Capital Management sold out of Marsh (MRSH) in Q4 2016, closing a stake of 48 shares — an estimated $3K sold.

Herndon Capital Management first reported a position in MRSH in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 728 funds tracked by Wall St. Rank hold MRSH as of Q4 2016.

  • Herndon Capital Management reported no remaining Marsh position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 48 Marsh shares in Q4 2016, an estimated $3K.
  • Herndon Capital Management first reported a position in Marsh in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Marsh position peaked at $3K in Q3 2016.
  • 728 funds tracked by Wall St. Rank held Marsh as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.