RWA
MRSH

RGT Wealth Advisors’s Marsh MRSH Stock Holding History

RGT Wealth 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
2018
Q2 		– Sell
-4,946
Closed -$409K – 65
2018
Q1 		$409K Buy
4,946
+12
+0.2% +$994 0.2% 49
2017
Q4 		$402K Sell
4,934
-36
-0.7% -$2.99K 0.22% 47
2017
Q3 		$417K Buy
4,970
+12
+0.2% +$951 0.28% 40
2017
Q2 		$387K Buy
+4,958
New +$374K 0.26% 41
2017
Q1 		– Sell
-5,371
Closed -$363K – 122
2016
Q4 		$363K Hold
5,371
– – 0.2% 62
2016
Q3 		$361K Buy
+5,371
New +$360K 0.22% 62

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

RGT Wealth Advisors's MRSH Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Marsh (MRSH) in Q2 2018, closing a stake of 4,946 shares — an estimated $409K sold.

RGT Wealth Advisors first reported a position in MRSH in Q3 2016 and held it in 6 quarters. The position peaked at $417K in Q3 2017. 795 funds tracked by Wall St. Rank hold MRSH as of Q2 2018.

  • RGT Wealth Advisors reported no remaining Marsh position as of Q2 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 4,946 Marsh shares in Q2 2018, an estimated $409K.
  • RGT Wealth Advisors first reported a position in Marsh in Q3 2016 and held it in 6 quarters.
  • RGT Wealth Advisors's Marsh position peaked at $417K in Q3 2017.
  • 795 funds tracked by Wall St. Rank held Marsh as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.