Integrated Wealth Management (Palm Desert)’s Marsh MRSH Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-2,300	Closed	-$155K	–	720
2016 Q3	$155K	Sell	2,300 -161	-7%	-$10.8K	0.06%	262
2016 Q2	$168K	Hold	2,461	–	–	0.06%	234
2016 Q1	$150K	Sell	2,461 -702	-22%	-$39.3K	0.06%	238
2015 Q4	$175K	Hold	3,163	–	–	0.08%	205
2015 Q3	$165K	Hold	3,163	–	–	0.07%	207
2015 Q2	$179K	Sell	3,163 -135	-4%	-$7.8K	0.07%	206
2015 Q1	$184K	Buy	+3,298	New	+$186K	0.08%	195

Other funds holding MRSH

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MRSH Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Marsh (MRSH) in Q4 2016, closing a stake of 2,300 shares — an estimated $155K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MRSH in Q1 2015 and held it in 7 quarters. The position peaked at $184K in Q1 2015. 730 funds tracked by Wall St. Rank hold MRSH as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Marsh position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,300 Marsh shares in Q4 2016, an estimated $155K.
Integrated Wealth Management (Palm Desert) first reported a position in Marsh in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Marsh position peaked at $184K in Q1 2015.
730 funds tracked by Wall St. Rank held Marsh as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.