KWMG LLC’s Marsh MRSH Stock Holding History

KWMG LLC’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
2018 Q4	–	Sell	-57	Closed	-$5K	–	473
2018 Q3	$5K	Hold	57	–	–	﹤0.01%	358
2018 Q2	$5K	Buy	+57	New	+$4.65K	﹤0.01%	357

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 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

KWMG LLC's MRSH Position: Q4 2018 in Review

KWMG LLC sold out of Marsh (MRSH) in Q4 2018, closing a stake of 57 shares — an estimated $5K sold.

KWMG LLC first reported a position in MRSH in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 826 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

KWMG LLC reported no remaining Marsh position as of Q4 2018 after selling out during the quarter.
KWMG LLC sold 57 Marsh shares in Q4 2018, an estimated $5K.
KWMG LLC first reported a position in Marsh in Q2 2018 and held it in 2 quarters.
KWMG LLC's Marsh position peaked at $5K in Q3 2018.
826 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on KWMG LLC's 13F filing for Q4 2018, filed 12 Feb 2019.