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Mosaic Family Wealth’s Marsh MRSH Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-400
Closed -$38K – 435
2019
Q1 		$38K Hold
400
– – 0.02% 343
2018
Q4 		$32K Hold
400
– – 0.01% 360
2018
Q3 		$35K Sell
400
-113
-22% -$9.57K 0.01% 360
2018
Q2 		$42K Sell
513
-96
-16% -$7.84K 0.02% 337
2018
Q1 		$50K Hold
609
– – 0.02% 310
2017
Q4 		$50K Buy
+609
New +$50.6K 0.02% 326

Other funds holding MRSH

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mosaic Family Wealth's MRSH Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Marsh (MRSH) in Q2 2019, closing a stake of 400 shares — an estimated $38K sold.

Mosaic Family Wealth first reported a position in MRSH in Q4 2017 and held it in 6 quarters. The position peaked at $50K in Q1 2018. 845 funds tracked by Wall St. Rank hold MRSH as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Marsh position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 400 Marsh shares in Q2 2019, an estimated $38K.
  • Mosaic Family Wealth first reported a position in Marsh in Q4 2017 and held it in 6 quarters.
  • Mosaic Family Wealth's Marsh position peaked at $50K in Q1 2018.
  • 845 funds tracked by Wall St. Rank held Marsh as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.