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Realta Investment Advisors’s Marsh MRSH Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-100
Closed -$10K – 963
2019
Q4 		$10K Buy
100
+32
+47% +$3.34K ﹤0.01% 1135
2019
Q3 		$7K Sell
68
-34
-33% -$3.4K ﹤0.01% 1225
2019
Q2 		$10K Buy
+102
New +$9.76K ﹤0.01% 1142

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Realta Investment Advisors's MRSH Position: Q1 2020 in Review

Realta Investment Advisors sold out of Marsh (MRSH) in Q1 2020, closing a stake of 100 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in MRSH in Q2 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • Realta Investment Advisors reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 100 Marsh shares in Q1 2020, an estimated $10K.
  • Realta Investment Advisors first reported a position in Marsh in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Marsh position peaked at $10K in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.