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Rockefeller Financial Services’s Marsh MRSH Stock Holding History

Rockefeller Financial Services’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
Q3 		– Sell
-171
Closed -$9K – 554
2014
Q2 		$9K Buy
+171
New +$8.49K ﹤0.01% 519

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Rockefeller Financial Services's MRSH Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Marsh (MRSH) in Q3 2014, closing a stake of 171 shares — an estimated $9K sold.

Rockefeller Financial Services first reported a position in MRSH in Q2 2014 and held it in 1 quarter. The position peaked at $9K in Q2 2014. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Marsh position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 171 Marsh shares in Q3 2014, an estimated $9K.
  • Rockefeller Financial Services first reported a position in Marsh in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Marsh position peaked at $9K in Q2 2014.
  • 567 funds tracked by Wall St. Rank held Marsh as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.