L.J. Altfest & Co’s Marsh MRSH Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-5,355	Closed	-$436K	–	164
2017 Q4	$436K	Buy	5,355 +24	+0.5%	+$2K	0.17%	112
2017 Q3	$447K	Sell	5,331 -1,131	-18%	-$89.6K	0.22%	102
2017 Q2	$504K	Buy	6,462 +56	+0.9%	+$4.23K	0.3%	93
2017 Q1	$473K	Sell	6,406 -57	-0.9%	-$4.07K	0.19%	89
2016 Q4	$437K	Buy	6,463 +1,236	+24%	+$82.9K	0.22%	90
2016 Q3	$352K	Buy	5,227 +54	+1%	+$3.62K	0.23%	89
2016 Q2	$354K	Buy	5,173 +25	+0.5%	+$1.6K	0.25%	90
2016 Q1	$313K	Buy	5,148 +28	+0.5%	+$1.57K	0.32%	65
2015 Q4	$284K	Hold	5,120	–	–	0.28%	75
2015 Q3	$267K	Hold	5,120	–	–	0.26%	78
2015 Q2	$290K	Hold	5,120	–	–	0.27%	74
2015 Q1	$287K	Hold	5,120	–	–	0.27%	75
2014 Q4	$293K	Buy	+5,120	New	+$281K	0.24%	86
2014 Q2	–	Sell	-5,120	Closed	-$241K	–	83
2014 Q1	$241K	Hold	5,120	–	–	0.23%	91
2013 Q4	$248K	Buy	+5,120	New	+$237K	0.21%	93

Other funds holding MRSH

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

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

Capital World Investors

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

Capital International Investors

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

Primecap Management

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Macquarie Group

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