Pinnacle Summer Investments’s Marsh MRSH Stock Holding History

Pinnacle Summer Investments’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 Q4	–	Sell	-650	Closed	-$34K	–	919
2015 Q3	$34K	Buy	+650	New	+$36.3K	0.01%	545
2015 Q2	–	Sell	-650	Closed	-$36K	–	861
2015 Q1	$36K	Hold	650	–	–	0.01%	560
2014 Q4	$37K	Sell	650 -56	-8%	-$3.07K	﹤0.01%	563
2014 Q3	$37K	Hold	706	–	–	﹤0.01%	578
2014 Q2	$37K	Hold	706	–	–	﹤0.01%	546
2014 Q1	$35K	Hold	706	–	–	﹤0.01%	512
2013 Q4	$34K	Hold	706	–	–	﹤0.01%	511
2013 Q3	$30K	Buy	706 +56	+9%	+$2.35K	0.01%	499
2013 Q2	$26K	Buy	+650	New	+$25.4K	0.01%	464

Other funds holding MRSH

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pinnacle Summer Investments's MRSH Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Marsh (MRSH) in Q4 2015, closing a stake of 650 shares — an estimated $34K sold.

Pinnacle Summer Investments first reported a position in MRSH in Q2 2013 and held it in 9 quarters. The position peaked at $37K in Q4 2014. 602 funds tracked by Wall St. Rank hold MRSH as of Q4 2015.

Pinnacle Summer Investments reported no remaining Marsh position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 650 Marsh shares in Q4 2015, an estimated $34K.
Pinnacle Summer Investments first reported a position in Marsh in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's Marsh position peaked at $37K in Q4 2014.
602 funds tracked by Wall St. Rank held Marsh as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.