Ronald Blue & Co’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $541K | Sell |
6,944
-266
| -4% | -$20.7K | 0.02% | 115 |
|
|
2017
Q1 | $533K | Sell |
7,210
-1,287
| -15% | -$95.1K | 0.02% | 113 |
|
|
2016
Q4 | $574K | Hold |
8,497
| – | – | 0.02% | 103 |
|
|
2016
Q3 | $571K | Hold |
8,497
| – | – | 0.02% | 100 |
|
|
2016
Q2 | $582K | Hold |
8,497
| – | – | 0.03% | 101 |
|
|
2016
Q1 | $517K | Sell |
8,497
-149
| -2% | -$9.07K | 0.03% | 92 |
|
|
2015
Q4 | $479K | Sell |
8,646
-3,365
| -28% | -$186K | 0.03% | 98 |
|
|
2015
Q3 | $628K | Sell |
12,011
-7,442
| -38% | -$389K | 0.03% | 112 |
|
|
2015
Q2 | $1.1M | Sell |
19,453
-53
| -0.3% | -$3.01K | 0.05% | 75 |
|
|
2015
Q1 | $1.09M | Sell |
19,506
-16
| -0.1% | -$897 | 0.05% | 79 |
|
|
2014
Q4 | $1.12M | Sell |
19,522
-25
| -0.1% | -$1.43K | 0.05% | 80 |
|
|
2014
Q3 | $1.02M | Buy |
19,547
+2,113
| +12% | +$111K | 0.07% | 72 |
|
|
2014
Q2 | $904K | Buy |
17,434
+9,405
| +117% | +$488K | 0.06% | 86 |
|
|
2014
Q1 | $396K | Buy |
8,029
+190
| +2% | +$9.37K | 0.03% | 176 |
|
|
2013
Q4 | $379K | Buy |
7,839
+209
| +3% | +$10.1K | 0.03% | 179 |
|
|
2013
Q3 | $332K | Buy |
7,630
+737
| +11% | +$32.1K | 0.03% | 181 |
|
|
2013
Q2 | $275K | Buy |
+6,893
| New | +$275K | 0.02% | 104 |
|