IMS Capital Management’s Marsh MRSH Stock Holding History

IMS 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
2018 Q4	–	Sell	-600	Closed	-$50K	–	266
2018 Q3	$50K	Buy	+600	New	+$50.8K	0.03%	199

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 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

IMS Capital Management's MRSH Position: Q4 2018 in Review

IMS Capital Management sold out of Marsh (MRSH) in Q4 2018, closing a stake of 600 shares — an estimated $50K sold.

IMS Capital Management first reported a position in MRSH in Q3 2018 and held it in 1 quarter. The position peaked at $50K in Q3 2018. 826 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

IMS Capital Management reported no remaining Marsh position as of Q4 2018 after selling out during the quarter.
IMS Capital Management sold 600 Marsh shares in Q4 2018, an estimated $50K.
IMS Capital Management first reported a position in Marsh in Q3 2018 and held it in 1 quarter.
IMS Capital Management's Marsh position peaked at $50K in Q3 2018.
826 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.