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	–	80
2014 Q1	$241K	Hold	5,120	–	–	0.22%	91
2013 Q4	$248K	Buy	+5,120	New	+$237K	0.21%	93

Other funds holding MRSH

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

L.J. Altfest & Co's MRSH Position: Q1 2018 in Review

L.J. Altfest & Co sold out of Marsh (MRSH) in Q1 2018, closing a stake of 5,355 shares — an estimated $436K sold.

L.J. Altfest & Co first reported a position in MRSH in Q4 2013 and held it in 15 quarters. The position peaked at $504K in Q2 2017. 816 funds tracked by Wall St. Rank hold MRSH as of Q1 2018.

L.J. Altfest & Co reported no remaining Marsh position as of Q1 2018 after selling out during the quarter.
L.J. Altfest & Co sold 5,355 Marsh shares in Q1 2018, an estimated $436K.
L.J. Altfest & Co first reported a position in Marsh in Q4 2013 and held it in 15 quarters.
L.J. Altfest & Co's Marsh position peaked at $504K in Q2 2017.
816 funds tracked by Wall St. Rank held Marsh as of Q1 2018.

Based on L.J. Altfest & Co's 13F filing for Q1 2018, filed 10 May 2018.