Pacific Financial Group’s Marsh MRSH Stock Holding History

Pacific Financial Group’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 Q1	–	Sell	-750	Closed	-$43K	–	131
2014 Q4	$43K	Buy	+750	New	+$41.1K	0.01%	76

Other funds holding MRSH

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

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

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

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

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

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

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Pacific Financial Group's MRSH Position: Q1 2015 in Review

Pacific Financial Group sold out of Marsh (MRSH) in Q1 2015, closing a stake of 750 shares — an estimated $43K sold.

Pacific Financial Group first reported a position in MRSH in Q4 2014 and held it in 1 quarter. The position peaked at $43K in Q4 2014. 601 funds tracked by Wall St. Rank hold MRSH as of Q1 2015.

Pacific Financial Group reported no remaining Marsh position as of Q1 2015 after selling out during the quarter.
Pacific Financial Group sold 750 Marsh shares in Q1 2015, an estimated $43K.
Pacific Financial Group first reported a position in Marsh in Q4 2014 and held it in 1 quarter.
Pacific Financial Group's Marsh position peaked at $43K in Q4 2014.
601 funds tracked by Wall St. Rank held Marsh as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.