Investors Capital Advisory Services’s Marsh MRSH Stock Holding History

Investors Capital Advisory Services’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 Q2	$1.03M	Sell	15,109 -39	-0.3%	-$2.5K	0.2%	146
2016 Q1	$920K	Sell	15,148 -729	-5%	-$40.8K	0.18%	159
2015 Q4	$880K	Sell	15,877 -273	-2%	-$15K	0.17%	168
2015 Q3	$843K	Buy	16,150 +135	+0.8%	+$7.54K	0.17%	169
2015 Q2	$908K	Buy	16,015 +635	+4%	+$36.7K	0.17%	171
2015 Q1	$862K	Buy	15,380 +784	+5%	+$44.2K	0.16%	184
2014 Q4	$835K	Buy	14,596 +724	+5%	+$39.7K	0.16%	184
2014 Q3	$726K	Buy	13,872 +1,643	+13%	+$85.7K	0.14%	206
2014 Q2	$633K	Buy	12,229 +7	+0.1%	+$348	0.1%	293
2014 Q1	$602K	Buy	12,222 +508	+4%	+$24.3K	0.13%	231
2013 Q4	$566K	Buy	11,714 +1,609	+16%	+$74.6K	0.13%	229
2013 Q3	$440K	Buy	10,105 +4,210	+71%	+$177K	0.11%	269
2013 Q2	$235K	Buy	+5,895	New	+$231K	0.07%	371

Other funds holding MRSH

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Investors Capital Advisory Services's MRSH Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Marsh (MRSH) stake by 0.26% in Q2 2016, selling an estimated $2.5K and leaving 15,109 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #146.

Investors Capital Advisory Services first reported a position in MRSH in Q2 2013 and has held it in 13 quarters since. 634 funds tracked by Wall St. Rank hold MRSH as of Q2 2016.

Investors Capital Advisory Services held 15,109 shares of Marsh worth $1.03M as of Q2 2016.
Investors Capital Advisory Services sold 39 Marsh shares in Q2 2016, an estimated $2.5K.
Marsh made up 0.2% of Investors Capital Advisory Services's portfolio in Q2 2016, its #146 holding.
Investors Capital Advisory Services first reported a position in Marsh in Q2 2013 and has held it in 13 quarters since.
634 funds tracked by Wall St. Rank held Marsh as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.