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Integrated Wealth Counsel’s Marsh MRSH Stock Holding History

Integrated Wealth Counsel’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
-344
Closed -$17K – 181
2013
Q4 		$17K Hold
344
– – 0.01% 131
2013
Q3 		$15K Hold
344
– – 0.01% 147
2013
Q2 		$14K Buy
+344
New +$13.5K 0.01% 147

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Integrated Wealth Counsel's MRSH Position: Q1 2014 in Review

Integrated Wealth Counsel sold out of Marsh (MRSH) in Q1 2014, closing a stake of 344 shares — an estimated $17K sold.

Integrated Wealth Counsel first reported a position in MRSH in Q2 2013 and held it in 3 quarters. The position peaked at $17K in Q4 2013. 568 funds tracked by Wall St. Rank hold MRSH as of Q1 2014.

  • Integrated Wealth Counsel reported no remaining Marsh position as of Q1 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 344 Marsh shares in Q1 2014, an estimated $17K.
  • Integrated Wealth Counsel first reported a position in Marsh in Q2 2013 and held it in 3 quarters.
  • Integrated Wealth Counsel's Marsh position peaked at $17K in Q4 2013.
  • 568 funds tracked by Wall St. Rank held Marsh as of Q1 2014.

Based on Integrated Wealth Counsel's 13F filing for Q1 2014, filed 19 May 2014.