NAM
MRSH

Needelman Asset Management’s Marsh MRSH Stock Holding History

Needelman Asset Management’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
2014
Q3 		– Sell
-4,060
Closed -$210K – 38
2014
Q2 		$210K Hold
4,060
– – 0.66% 38
2014
Q1 		$200K Buy
+4,060
New +$194K 0.65% 38

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Needelman Asset Management's MRSH Position: Q3 2014 in Review

Needelman Asset Management sold out of Marsh (MRSH) in Q3 2014, closing a stake of 4,060 shares — an estimated $210K sold.

Needelman Asset Management first reported a position in MRSH in Q1 2014 and held it in 2 quarters. The position peaked at $210K in Q2 2014. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2014.

  • Needelman Asset Management reported no remaining Marsh position as of Q3 2014 after selling out during the quarter.
  • Needelman Asset Management sold 4,060 Marsh shares in Q3 2014, an estimated $210K.
  • Needelman Asset Management first reported a position in Marsh in Q1 2014 and held it in 2 quarters.
  • Needelman Asset Management's Marsh position peaked at $210K in Q2 2014.
  • 567 funds tracked by Wall St. Rank held Marsh as of Q3 2014.

Based on Needelman Asset Management's 13F filing for Q3 2014, filed 3 Oct 2014.