PRW Wealth Management’s Marsh MRSH Stock Holding History

PRW Wealth 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
2019 Q2	–	Sell	-79	Closed	-$8K	–	429
2019 Q1	$8K	Hold	79	–	–	0.01%	306
2018 Q4	$5K	Buy	+79	New	+$6.59K	0.01%	381

Other funds holding MRSH

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PRW Wealth Management's MRSH Position: Q2 2019 in Review

PRW Wealth Management sold out of Marsh (MRSH) in Q2 2019, closing a stake of 79 shares — an estimated $8K sold.

PRW Wealth Management first reported a position in MRSH in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 845 funds tracked by Wall St. Rank hold MRSH as of Q2 2019.

PRW Wealth Management reported no remaining Marsh position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 79 Marsh shares in Q2 2019, an estimated $8K.
PRW Wealth Management first reported a position in Marsh in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Marsh position peaked at $8K in Q1 2019.
845 funds tracked by Wall St. Rank held Marsh as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.