PI
MRSH

Placemark Investments’s Marsh MRSH Stock Holding History

Placemark 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
2014
Q4 		$3.74M Sell
65,378
-3,241
-5% -$178K 0.07% 366
2014
Q3 		$3.59M Buy
68,619
+7,611
+12% +$397K 0.07% 347
2014
Q2 		$3.16M Buy
61,008
+2,929
+5% +$145K 0.06% 405
2014
Q1 		$2.86M Sell
58,079
-3,582
-6% -$172K 0.05% 412
2013
Q4 		$2.98M Sell
61,661
-1,637
-3% -$75.9K 0.05% 431
2013
Q3 		$2.75M Buy
63,298
+3,242
+5% +$136K 0.05% 420
2013
Q2 		$2.4M Buy
+60,056
New +$2.35M 0.05% 426

Other funds holding MRSH

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Placemark Investments's MRSH Position: Q4 2014 in Review

Placemark Investments reduced its Marsh (MRSH) stake by 4.7% in Q4 2014, selling an estimated $178K and leaving 65,378 shares worth $3.74M. The position accounts for 0.07% of the portfolio, ranked #366.

Placemark Investments first reported a position in MRSH in Q2 2013 and has held it in 7 quarters since. 605 funds tracked by Wall St. Rank hold MRSH as of Q4 2014.

  • Placemark Investments held 65,378 shares of Marsh worth $3.74M as of Q4 2014.
  • Placemark Investments sold 3,241 Marsh shares in Q4 2014, an estimated $178K.
  • Marsh made up 0.07% of Placemark Investments's portfolio in Q4 2014, its #366 holding.
  • Placemark Investments first reported a position in Marsh in Q2 2013 and has held it in 7 quarters since.
  • 605 funds tracked by Wall St. Rank held Marsh as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.