Partnervest Advisory Services’s Marsh MRSH Stock Holding History

Partnervest Advisory Services’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
2016 Q1	–	Sell	-4,199	Closed	-$233K	–	198
2015 Q4	$233K	Sell	4,199 -223	-5%	-$12.3K	0.13%	139
2015 Q3	$231K	Hold	4,422	–	–	0.13%	138
2015 Q2	$251K	Hold	4,422	–	–	0.12%	148
2015 Q1	$248K	Sell	4,422 -400	-8%	-$22.6K	0.13%	128
2014 Q4	$276K	Hold	4,822	–	–	0.13%	118
2014 Q3	$252K	Hold	4,822	–	–	0.13%	127
2014 Q2	$250K	Hold	4,822	–	–	0.11%	126
2014 Q1	$238K	Hold	4,822	–	–	0.11%	133
2013 Q4	$233K	Hold	4,822	–	–	0.11%	135
2013 Q3	$210K	Hold	4,822	–	–	0.11%	113
2013 Q2	$192K	Buy	+4,822	New	+$189K	0.09%	96

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 $3.38T AUM 44.17% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

Partnervest Advisory Services's MRSH Position: Q1 2016 in Review

Partnervest Advisory Services sold out of Marsh (MRSH) in Q1 2016, closing a stake of 4,199 shares — an estimated $233K sold.

Partnervest Advisory Services first reported a position in MRSH in Q2 2013 and held it in 11 quarters. The position peaked at $276K in Q4 2014. 608 funds tracked by Wall St. Rank hold MRSH as of Q1 2016.

Partnervest Advisory Services reported no remaining Marsh position as of Q1 2016 after selling out during the quarter.
Partnervest Advisory Services sold 4,199 Marsh shares in Q1 2016, an estimated $233K.
Partnervest Advisory Services first reported a position in Marsh in Q2 2013 and held it in 11 quarters.
Partnervest Advisory Services's Marsh position peaked at $276K in Q4 2014.
608 funds tracked by Wall St. Rank held Marsh as of Q1 2016.

Based on Partnervest Advisory Services's 13F filing for Q1 2016, filed 3 May 2016.