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JOYN Advisors’s Marsh MRSH Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-627
Closed -$50K – 891
2018
Q4 		$50K Buy
627
+240
+62% +$20K 0.01% 340
2018
Q3 		$32K Buy
387
+45
+13% +$3.81K 0.01% 525
2018
Q2 		$28K Buy
342
+332
+3,320% +$27.1K 0.01% 572
2018
Q1 		$1K Buy
+10
New +$828 ﹤0.01% 1196

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JOYN Advisors's MRSH Position: Q1 2019 in Review

JOYN Advisors sold out of Marsh (MRSH) in Q1 2019, closing a stake of 627 shares — an estimated $50K sold.

JOYN Advisors first reported a position in MRSH in Q1 2018 and held it in 4 quarters. The position peaked at $50K in Q4 2018. 836 funds tracked by Wall St. Rank hold MRSH as of Q1 2019.

  • JOYN Advisors reported no remaining Marsh position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 627 Marsh shares in Q1 2019, an estimated $50K.
  • JOYN Advisors first reported a position in Marsh in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Marsh position peaked at $50K in Q4 2018.
  • 836 funds tracked by Wall St. Rank held Marsh as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.