Hoertkorn Richard Charles’s Marsh MRSH Stock Holding History

Hoertkorn Richard Charles’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
2014 Q1	–	Sell	-1,575	Closed	-$76K	–	94
2013 Q4	$76K	Buy	+1,575	New	+$73K	0.06%	57

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

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

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

Hoertkorn Richard Charles's MRSH Position: Q1 2014 in Review

Hoertkorn Richard Charles sold out of Marsh (MRSH) in Q1 2014, closing a stake of 1,575 shares — an estimated $76K sold.

Hoertkorn Richard Charles first reported a position in MRSH in Q4 2013 and held it in 1 quarter. The position peaked at $76K in Q4 2013. 568 funds tracked by Wall St. Rank hold MRSH as of Q1 2014.

Hoertkorn Richard Charles reported no remaining Marsh position as of Q1 2014 after selling out during the quarter.
Hoertkorn Richard Charles sold 1,575 Marsh shares in Q1 2014, an estimated $76K.
Hoertkorn Richard Charles first reported a position in Marsh in Q4 2013 and held it in 1 quarter.
Hoertkorn Richard Charles's Marsh position peaked at $76K in Q4 2013.
568 funds tracked by Wall St. Rank held Marsh as of Q1 2014.

Based on Hoertkorn Richard Charles's 13F filing for Q1 2014, filed 30 Apr 2014.