LPC
MRSH

Loeb Partners Corp’s Marsh MRSH Stock Holding History

Loeb Partners Corp’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
2017
Q4 		– Sell
-86,600
Closed -$7.26M – 166
2017
Q3 		$7.26M Sell
86,600
-20,150
-19% -$1.6M 2.22% 9
2017
Q2 		$8.32M Buy
106,750
+13,400
+14% +$1.01M 2.39% 8
2017
Q1 		$6.9M Sell
93,350
-13,500
-13% -$965K 2.08% 13
2016
Q4 		$7.22M Sell
106,850
-1,000
-0.9% -$67K 2.44% 9
2016
Q3 		$7.25M Sell
107,850
-300
-0.3% -$20.1K 2.59% 5
2016
Q2 		$7.4M Buy
108,150
+6,000
+6% +$385K 2.44% 7
2016
Q1 		$6.21M Buy
102,150
+79,350
+348% +$4.44M 2.22% 10
2015
Q4 		$1.26M Sell
22,800
-4,500
-16% -$248K 0.4% 50
2015
Q3 		$1.43M Sell
27,300
-7,000
-20% -$391K 0.52% 49
2015
Q2 		$1.95M Sell
34,300
-700
-2% -$40.4K 0.56% 49
2015
Q1 		$1.96M Sell
35,000
-10,000
-22% -$564K 0.57% 52
2014
Q4 		$2.58M Buy
+45,000
New +$2.47M 0.77% 40

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Loeb Partners Corp's MRSH Position: Q4 2017 in Review

Loeb Partners Corp sold out of Marsh (MRSH) in Q4 2017, closing a stake of 86,600 shares — an estimated $7.26M sold.

Loeb Partners Corp first reported a position in MRSH in Q4 2014 and held it in 12 quarters. The position peaked at $8.32M in Q2 2017. 808 funds tracked by Wall St. Rank hold MRSH as of Q4 2017.

  • Loeb Partners Corp reported no remaining Marsh position as of Q4 2017 after selling out during the quarter.
  • Loeb Partners Corp sold 86,600 Marsh shares in Q4 2017, an estimated $7.26M.
  • Loeb Partners Corp first reported a position in Marsh in Q4 2014 and held it in 12 quarters.
  • Loeb Partners Corp's Marsh position peaked at $8.32M in Q2 2017.
  • 808 funds tracked by Wall St. Rank held Marsh as of Q4 2017.

Based on Loeb Partners Corp's 13F filing for Q4 2017, filed 5 Feb 2018.