HBWM
MRSH icon

Hollow Brook Wealth Management’s Marsh MRSH Stock Holding History

Hollow Brook 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
2017
Q1 		– Sell
-25,042
Closed -$1.69M – 46
2016
Q4 		$1.69M Buy
25,042
+4,722
+23% +$317K 1.05% 27
2016
Q3 		$1.37M Buy
+20,320
New +$1.36M 0.81% 31

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Hollow Brook Wealth Management's MRSH Position: Q1 2017 in Review

Hollow Brook Wealth Management sold out of Marsh (MRSH) in Q1 2017, closing a stake of 25,042 shares — an estimated $1.69M sold.

Hollow Brook Wealth Management first reported a position in MRSH in Q3 2016 and held it in 2 quarters. The position peaked at $1.69M in Q4 2016. 719 funds tracked by Wall St. Rank hold MRSH as of Q1 2017.

  • Hollow Brook Wealth Management reported no remaining Marsh position as of Q1 2017 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 25,042 Marsh shares in Q1 2017, an estimated $1.69M.
  • Hollow Brook Wealth Management first reported a position in Marsh in Q3 2016 and held it in 2 quarters.
  • Hollow Brook Wealth Management's Marsh position peaked at $1.69M in Q4 2016.
  • 719 funds tracked by Wall St. Rank held Marsh as of Q1 2017.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.