Jacobus Wealth Management’s Marsh MRSH Stock Holding History

Jacobus 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 Q3	$230K	Hold	2,750	–	–	0.06%	152
2017 Q2	$214K	Hold	2,750	–	–	0.06%	156
2017 Q1	$203K	Hold	2,750	–	–	0.06%	153
2016 Q4	$186K	Hold	2,750	–	–	0.05%	159
2016 Q3	$185K	Hold	2,750	–	–	0.05%	178
2016 Q2	$188K	Hold	2,750	–	–	0.06%	171
2016 Q1	$167K	Hold	2,750	–	–	0.05%	212
2015 Q4	$152K	Hold	2,750	–	–	0.04%	233
2015 Q3	$144K	Hold	2,750	–	–	0.04%	235
2015 Q2	$156K	Hold	2,750	–	–	0.04%	243
2015 Q1	$154K	Hold	2,750	–	–	0.04%	242
2014 Q4	$157K	Hold	2,750	–	–	0.04%	231
2014 Q3	$144K	Hold	2,750	–	–	0.04%	245
2014 Q2	$143K	Hold	2,750	–	–	0.04%	263
2014 Q1	$136K	Hold	2,750	–	–	0.03%	261
2013 Q4	$133K	Hold	2,750	–	–	0.04%	258
2013 Q3	$120K	Hold	2,750	–	–	0.04%	227
2013 Q2	$110K	Buy	+2,750	New	+$108K	0.04%	221

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Jacobus Wealth Management's MRSH Position: Q3 2017 in Review

Jacobus Wealth Management held its Marsh (MRSH) position steady in Q3 2017 at 2,750 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #152.

Jacobus Wealth Management first reported a position in MRSH in Q2 2013 and has held it in 18 quarters since. 718 funds tracked by Wall St. Rank hold MRSH as of Q3 2017.

Jacobus Wealth Management held 2,750 shares of Marsh worth $230K as of Q3 2017.
Jacobus Wealth Management left its Marsh share count unchanged in Q3 2017.
Marsh made up 0.06% of Jacobus Wealth Management's portfolio in Q3 2017, its #152 holding.
Jacobus Wealth Management first reported a position in Marsh in Q2 2013 and has held it in 18 quarters since.
718 funds tracked by Wall St. Rank held Marsh as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.