Rothschild & Co Asset Management US’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,516
| Closed | -$508K | – | 481 |
|
|
2017
Q2 | $508K | Sell |
6,516
-43
| -0.7% | -$3.35K | 0.01% | 507 |
|
|
2017
Q1 | $485K | Sell |
6,559
-2,180
| -25% | -$161K | 0.01% | 499 |
|
|
2016
Q4 | $591K | Buy |
8,739
+1,796
| +26% | +$121K | 0.01% | 481 |
|
|
2016
Q3 | $467K | Buy |
6,943
+1,219
| +21% | +$82K | 0.01% | 481 |
|
|
2016
Q2 | $392K | Buy |
5,724
+760
| +15% | +$52K | 0.01% | 503 |
|
|
2016
Q1 | $302K | Buy |
+4,964
| New | +$302K | 0.01% | 481 |
|