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McKinley Carter Wealth Services’s Marsh MRSH Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-1,536
Closed -$127K – 295
2018
Q1 		$127K Buy
+1,536
New +$127K 0.04% 197

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

McKinley Carter Wealth Services's MRSH Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Marsh (MRSH) in Q2 2018, closing a stake of 1,536 shares — an estimated $127K sold.

McKinley Carter Wealth Services first reported a position in MRSH in Q1 2018 and held it in 1 quarter. The position peaked at $127K in Q1 2018. 795 funds tracked by Wall St. Rank hold MRSH as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Marsh position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,536 Marsh shares in Q2 2018, an estimated $127K.
  • McKinley Carter Wealth Services first reported a position in Marsh in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Marsh position peaked at $127K in Q1 2018.
  • 795 funds tracked by Wall St. Rank held Marsh as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.