MYCIO Wealth Partners’s Marsh MRSH Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-3,241	Closed	-$361K	–	253
2019 Q4	$361K	Sell	3,241 -29	-0.9%	-$3.03K	0.02%	241
2019 Q3	$327K	Buy	3,270 +70	+2%	+$7K	0.02%	233
2019 Q2	$319K	Hold	3,200	–	–	0.03%	230
2019 Q1	$300K	Sell	3,200 -98	-3%	-$8.67K	0.02%	218
2018 Q4	$263K	Hold	3,298	–	–	0.02%	226
2018 Q3	$273K	Hold	3,298	–	–	0.03%	233
2018 Q2	$270K	Hold	3,298	–	–	0.03%	227
2018 Q1	$272K	Hold	3,298	–	–	0.03%	198
2017 Q4	$268K	Buy	3,298 +98	+3%	+$8.15K	0.03%	203
2017 Q3	$268K	Hold	3,200	–	–	0.03%	204
2017 Q2	$249K	Buy	+3,200	New	+$242K	0.03%	196
2016 Q4	–	Sell	-200	Closed	-$13K	–	476
2016 Q3	$13K	Hold	200	–	–	﹤0.01%	535
2016 Q2	$14K	Hold	200	–	–	﹤0.01%	518
2016 Q1	$12K	Hold	200	–	–	﹤0.01%	502
2015 Q4	$11K	Sell	200 -25	-11%	-$1.38K	﹤0.01%	524
2015 Q3	$12K	Buy	225 +5	+2%	+$279	﹤0.01%	534
2015 Q2	$12K	Hold	220	–	–	﹤0.01%	502
2015 Q1	$12K	Hold	220	–	–	﹤0.01%	467
2014 Q4	$13K	Hold	220	–	–	﹤0.01%	441
2014 Q3	$12K	Hold	220	–	–	﹤0.01%	430
2014 Q2	$11K	Hold	220	–	–	﹤0.01%	461
2014 Q1	$11K	Hold	220	–	–	﹤0.01%	455
2013 Q4	$11K	Hold	220	–	–	﹤0.01%	440
2013 Q3	$10K	Hold	220	–	–	﹤0.01%	409
2013 Q2	$9K	Buy	+220	New	+$8.61K	﹤0.01%	434

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MYCIO Wealth Partners's MRSH Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Marsh (MRSH) in Q1 2020, closing a stake of 3,241 shares — an estimated $361K sold.

MYCIO Wealth Partners first reported a position in MRSH in Q2 2013 and held it in 25 quarters. The position peaked at $361K in Q4 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

MYCIO Wealth Partners reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 3,241 Marsh shares in Q1 2020, an estimated $361K.
MYCIO Wealth Partners first reported a position in Marsh in Q2 2013 and held it in 25 quarters.
MYCIO Wealth Partners's Marsh position peaked at $361K in Q4 2019.
881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.