Nelson Capital Management’s Marsh MRSH Stock Holding History

Nelson Capital 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
2018 Q1	–	Sell	-300	Closed	-$24K	–	295
2017 Q4	$24K	Hold	300	–	–	0.01%	193
2017 Q3	$25K	Hold	300	–	–	0.01%	172
2017 Q2	$23K	Sell	300 -200	-40%	-$15.1K	0.01%	179
2017 Q1	$37K	Hold	500	–	–	0.01%	144
2016 Q4	$34K	Hold	500	–	–	0.01%	139
2016 Q3	$34K	Hold	500	–	–	0.01%	139
2016 Q2	$34K	Hold	500	–	–	0.01%	130
2016 Q1	$30K	Hold	500	–	–	0.01%	132
2015 Q4	$28K	Hold	500	–	–	0.01%	137
2015 Q3	$26K	Hold	500	–	–	0.01%	148
2015 Q2	$28K	Hold	500	–	–	0.01%	162
2015 Q1	$28K	Hold	500	–	–	0.01%	161
2014 Q4	$29K	Hold	500	–	–	0.01%	150
2014 Q3	$26K	Hold	500	–	–	0.01%	161
2014 Q2	$26K	Buy	+500	New	+$24.8K	0.01%	156

Other funds holding MRSH

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

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

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

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

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Nelson Capital Management's MRSH Position: Q1 2018 in Review

Nelson Capital Management sold out of Marsh (MRSH) in Q1 2018, closing a stake of 300 shares — an estimated $24K sold.

Nelson Capital Management first reported a position in MRSH in Q2 2014 and held it in 15 quarters. The position peaked at $37K in Q1 2017. 816 funds tracked by Wall St. Rank hold MRSH as of Q1 2018.

Nelson Capital Management reported no remaining Marsh position as of Q1 2018 after selling out during the quarter.
Nelson Capital Management sold 300 Marsh shares in Q1 2018, an estimated $24K.
Nelson Capital Management first reported a position in Marsh in Q2 2014 and held it in 15 quarters.
Nelson Capital Management's Marsh position peaked at $37K in Q1 2017.
816 funds tracked by Wall St. Rank held Marsh as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.