MCTIC
MRSH

MacGuire Cheswick & Tuttle Investment Counsel’s Marsh MRSH Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
Q4 		$14.1M Buy
177,031
+150
+0.1% +$12.5K 2.96% 13
2018
Q3 		$14.6M Sell
176,881
-95
-0.1% -$8.05K 2.52% 13
2018
Q2 		$14.5M Buy
176,976
+1,325
+0.8% +$108K 2.66% 14
2018
Q1 		$14.5M Sell
175,651
-895
-0.5% -$74.1K 2.7% 13
2017
Q4 		$14.4M Sell
176,546
-2,520
-1% -$209K 2.61% 14
2017
Q3 		$15M Buy
179,066
+475
+0.3% +$37.7K 2.95% 11
2017
Q2 		$13.9M Sell
178,591
-9,450
-5% -$714K 2.83% 13
2017
Q1 		$13.9M Sell
188,041
-780
-0.4% -$55.7K 2.69% 14
2016
Q4 		$12.8M Buy
188,821
+2,525
+1% +$169K 2.63% 14
2016
Q3 		$12.5M Sell
186,296
-350
-0.2% -$23.4K 2.81% 14
2016
Q2 		$12.8M Sell
186,646
-2,620
-1% -$168K 2.85% 13
2016
Q1 		$11.5M Sell
189,266
-175
-0.1% -$9.8K 2.68% 14
2015
Q4 		$10.5M Buy
189,441
+9,815
+5% +$541K 2.36% 17
2015
Q3 		$9.38M Buy
179,626
+4,590
+3% +$256K 2.29% 18
2015
Q2 		$9.93M Buy
175,036
+2,100
+1% +$121K 2.22% 19
2015
Q1 		$9.7M Buy
172,936
+600
+0.3% +$33.8K 2.19% 19
2014
Q4 		$9.87M Buy
172,336
+2,545
+1% +$140K 2.21% 18
2014
Q3 		$8.89M Buy
169,791
+390
+0.2% +$20.3K 2.07% 19
2014
Q2 		$8.78M Buy
169,401
+2,190
+1% +$109K 2.04% 21
2014
Q1 		$8.24M Buy
167,211
+375
+0.2% +$18K 2% 22
2013
Q4 		$8.07M Buy
166,836
+3,760
+2% +$174K 1.94% 24
2013
Q3 		$7.1M Buy
163,076
+476
+0.3% +$20K 1.95% 24
2013
Q2 		$6.49M Buy
+162,600
New +$6.36M 1.86% 25

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

MacGuire Cheswick & Tuttle Investment Counsel's MRSH Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel increased its Marsh (MRSH) stake by 0.08% in Q4 2018, buying an estimated $12.5K and bringing the position to 177,031 shares worth $14.1M. The position accounts for 2.96% of the portfolio, ranked #13.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in MRSH in Q2 2013 and has held it in 23 quarters since. The position peaked at $15M in Q3 2017. 826 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

  • MacGuire Cheswick & Tuttle Investment Counsel held 177,031 shares of Marsh worth $14.1M as of Q4 2018.
  • MacGuire Cheswick & Tuttle Investment Counsel bought 150 Marsh shares in Q4 2018, an estimated $12.5K.
  • Marsh made up 2.96% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #13 holding.
  • MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Marsh in Q2 2013 and has held it in 23 quarters since.
  • MacGuire Cheswick & Tuttle Investment Counsel's Marsh position peaked at $15M in Q3 2017.
  • 826 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.