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

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State Street
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Fidelity Investments
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BIT
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Primecap Management
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JP Morgan Chase
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return