OA
MRSH

OFI Advisors’s Marsh MRSH Stock Holding History

OFI Advisors’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
2015
Q3 		$1.3M Sell
24,862
-192
-0.8% -$10.7K 0.08% 253
2015
Q2 		$1.42M Sell
25,054
-562
-2% -$32.5K 0.08% 264
2015
Q1 		$1.44M Buy
25,616
+2,100
+9% +$118K 0.09% 253
2014
Q4 		$1.35M Sell
23,516
-654
-3% -$35.9K 0.09% 234
2014
Q3 		$1.26M Buy
24,170
+426
+2% +$22.2K 0.09% 216
2014
Q2 		$1.23M Buy
23,744
+797
+3% +$39.6K 0.09% 232
2014
Q1 		$1.13M Buy
22,947
+594
+3% +$28.5K 0.09% 234
2013
Q4 		$1.08M Sell
22,353
-149
-0.7% -$6.91K 0.09% 233
2013
Q3 		$980K Sell
22,502
-1,899
-8% -$79.9K 0.09% 207
2013
Q2 		$974K Buy
+24,401
New +$955K 0.1% 191

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

OFI Advisors's MRSH Position: Q3 2015 in Review

OFI Advisors reduced its Marsh (MRSH) stake by 0.77% in Q3 2015, selling an estimated $10.7K and leaving 24,862 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #253.

OFI Advisors first reported a position in MRSH in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.44M in Q1 2015. 590 funds tracked by Wall St. Rank hold MRSH as of Q3 2015.

  • OFI Advisors held 24,862 shares of Marsh worth $1.3M as of Q3 2015.
  • OFI Advisors sold 192 Marsh shares in Q3 2015, an estimated $10.7K.
  • Marsh made up 0.08% of OFI Advisors's portfolio in Q3 2015, its #253 holding.
  • OFI Advisors first reported a position in Marsh in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's Marsh position peaked at $1.44M in Q1 2015.
  • 590 funds tracked by Wall St. Rank held Marsh as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.