Loeb Partners Corp’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-86,600
| Closed | -$7.26M | – | 166 |
|
|
2017
Q3 | $7.26M | Sell |
86,600
-20,150
| -19% | -$1.69M | 2.22% | 9 |
|
|
2017
Q2 | $8.32M | Buy |
106,750
+13,400
| +14% | +$1.04M | 2.39% | 8 |
|
|
2017
Q1 | $6.9M | Sell |
93,350
-13,500
| -13% | -$997K | 2.08% | 13 |
|
|
2016
Q4 | $7.22M | Sell |
106,850
-1,000
| -0.9% | -$67.6K | 2.44% | 9 |
|
|
2016
Q3 | $7.25M | Sell |
107,850
-300
| -0.3% | -$20.2K | 2.59% | 5 |
|
|
2016
Q2 | $7.4M | Buy |
108,150
+6,000
| +6% | +$411K | 2.44% | 7 |
|
|
2016
Q1 | $6.21M | Buy |
102,150
+79,350
| +348% | +$4.82M | 2.22% | 10 |
|
|
2015
Q4 | $1.26M | Sell |
22,800
-4,500
| -16% | -$249K | 0.4% | 50 |
|
|
2015
Q3 | $1.43M | Sell |
27,300
-7,000
| -20% | -$365K | 0.52% | 49 |
|
|
2015
Q2 | $1.95M | Sell |
34,300
-700
| -2% | -$39.7K | 0.56% | 49 |
|
|
2015
Q1 | $1.96M | Sell |
35,000
-10,000
| -22% | -$561K | 0.57% | 52 |
|
|
2014
Q4 | $2.58M | Buy |
+45,000
| New | +$2.58M | 0.77% | 40 |
|