MWAN
MRSH

Mariner Wealth Advisors (NYC)’s Marsh MRSH Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$2K Buy
+37
New +$2.09K ﹤0.01% 650

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s MRSH Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Marsh (MRSH) in Q1 2015: 37 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings.

601 funds tracked by Wall St. Rank hold MRSH as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 37 shares of Marsh worth $2K as of Q1 2015.
  • Marsh was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Marsh made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #650 holding.
  • 601 funds tracked by Wall St. Rank held Marsh as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.