Kavar Capital Partners Group’s Marsh MRSH Stock Holding History

Kavar Capital Partners Group’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 Q1	–	Sell	-500	Closed	-$27K	–	270
2015 Q4	$27K	Hold	500	–	–	0.02%	207
2015 Q3	$26K	Hold	500	–	–	0.02%	207
2015 Q2	$28K	Buy	+500	New	+$28.9K	0.02%	216
2014 Q2	–	Sell	-500	Closed	-$24K	–	318
2014 Q1	$24K	Hold	500	–	–	0.02%	249
2013 Q4	$24K	Buy	+500	New	+$23.2K	0.02%	233

Other funds holding MRSH

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Kavar Capital Partners Group's MRSH Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Marsh (MRSH) in Q1 2016, closing a stake of 500 shares — an estimated $27K sold.

Kavar Capital Partners Group first reported a position in MRSH in Q4 2013 and held it in 5 quarters. The position peaked at $28K in Q2 2015. 608 funds tracked by Wall St. Rank hold MRSH as of Q1 2016.

Kavar Capital Partners Group reported no remaining Marsh position as of Q1 2016 after selling out during the quarter.
Kavar Capital Partners Group sold 500 Marsh shares in Q1 2016, an estimated $27K.
Kavar Capital Partners Group first reported a position in Marsh in Q4 2013 and held it in 5 quarters.
Kavar Capital Partners Group's Marsh position peaked at $28K in Q2 2015.
608 funds tracked by Wall St. Rank held Marsh as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.