MC
MRSH

Miles Capital’s Marsh MRSH Stock Holding History

Miles Capital’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
2016
Q3 		– Sell
-6,222
Closed -$426K – 187
2016
Q2 		$426K Sell
6,222
-12,489
-67% -$802K 0.29% 78
2016
Q1 		$1.14M Sell
18,711
-102
-0.5% -$5.71K 0.76% 25
2015
Q4 		$1.04M Sell
18,813
-272
-1% -$15K 0.71% 30
2015
Q3 		$997K Buy
19,085
+7,651
+67% +$427K 0.72% 29
2015
Q2 		$648K Buy
+11,434
New +$660K 0.42% 62
2013
Q4 		– Sell
-11,578
Closed -$504K – 115
2013
Q3 		$504K Sell
11,578
-24,460
-68% -$1.03M 0.29% 63
2013
Q2 		$1.44M Buy
+36,038
New +$1.41M 0.67% 41

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Miles Capital's MRSH Position: Q3 2016 in Review

Miles Capital sold out of Marsh (MRSH) in Q3 2016, closing a stake of 6,222 shares — an estimated $426K sold.

Miles Capital first reported a position in MRSH in Q2 2013 and held it in 7 quarters. The position peaked at $1.44M in Q2 2013. 676 funds tracked by Wall St. Rank hold MRSH as of Q3 2016.

  • Miles Capital reported no remaining Marsh position as of Q3 2016 after selling out during the quarter.
  • Miles Capital sold 6,222 Marsh shares in Q3 2016, an estimated $426K.
  • Miles Capital first reported a position in Marsh in Q2 2013 and held it in 7 quarters.
  • Miles Capital's Marsh position peaked at $1.44M in Q2 2013.
  • 676 funds tracked by Wall St. Rank held Marsh as of Q3 2016.

Based on Miles Capital's 13F filing for Q3 2016, filed 15 Nov 2016.