Princeton Alpha Management’s Marsh MRSH Stock Holding History

Princeton Alpha Management’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
2017 Q2	–	Sell	-6,254	Closed	-$462K	–	232
2017 Q1	$462K	Sell	6,254 -14,017	-69%	-$1M	0.15%	218
2016 Q4	$1.37M	Buy	20,271 +14,213	+235%	+$953K	0.28%	85
2016 Q3	$407K	Buy	+6,058	New	+$406K	0.08%	386
2016 Q1	–	Sell	-40,322	Closed	-$2.24M	–	843
2015 Q4	$2.24M	Buy	40,322 +27,272	+209%	+$1.5M	0.38%	54
2015 Q3	$681K	Buy	13,050 +2,687	+26%	+$150K	0.14%	228
2015 Q2	$588K	Sell	10,363 -5,167	-33%	-$298K	0.12%	258
2015 Q1	$871K	Buy	+15,530	New	+$876K	0.19%	154

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Princeton Alpha Management's MRSH Position: Q2 2017 in Review

Princeton Alpha Management sold out of Marsh (MRSH) in Q2 2017, closing a stake of 6,254 shares — an estimated $462K sold.

Princeton Alpha Management first reported a position in MRSH in Q1 2015 and held it in 7 quarters. The position peaked at $2.24M in Q4 2015. 737 funds tracked by Wall St. Rank hold MRSH as of Q2 2017.

Princeton Alpha Management reported no remaining Marsh position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 6,254 Marsh shares in Q2 2017, an estimated $462K.
Princeton Alpha Management first reported a position in Marsh in Q1 2015 and held it in 7 quarters.
Princeton Alpha Management's Marsh position peaked at $2.24M in Q4 2015.
737 funds tracked by Wall St. Rank held Marsh as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.