Leuthold Group’s Marsh MRSH Stock Holding History

Leuthold 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 Q3	–	Sell	-84,257	Closed	-$5.77M	–	231
2016 Q2	$5.77M	Buy	84,257 +10,924	+15%	+$701K	0.61%	59
2016 Q1	$4.46M	Buy	+73,333	New	+$4.11M	0.49%	83

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

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

Leuthold Group's MRSH Position: Q3 2016 in Review

Leuthold Group sold out of Marsh (MRSH) in Q3 2016, closing a stake of 84,257 shares — an estimated $5.77M sold.

Leuthold Group first reported a position in MRSH in Q1 2016 and held it in 2 quarters. The position peaked at $5.77M in Q2 2016. 676 funds tracked by Wall St. Rank hold MRSH as of Q3 2016.

Leuthold Group reported no remaining Marsh position as of Q3 2016 after selling out during the quarter.
Leuthold Group sold 84,257 Marsh shares in Q3 2016, an estimated $5.77M.
Leuthold Group first reported a position in Marsh in Q1 2016 and held it in 2 quarters.
Leuthold Group's Marsh position peaked at $5.77M in Q2 2016.
676 funds tracked by Wall St. Rank held Marsh as of Q3 2016.

Based on Leuthold Group's 13F filing for Q3 2016, filed 14 Nov 2016.