RCAMU
MRSH

Rothschild & Co Asset Management US’s Marsh MRSH Stock Holding History

Rothschild & Co Asset Management US’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
2017
Q3 		– Sell
-6,516
Closed -$508K – 481
2017
Q2 		$508K Sell
6,516
-43
-0.7% -$3.25K 0.01% 507
2017
Q1 		$485K Sell
6,559
-2,180
-25% -$156K 0.01% 499
2016
Q4 		$591K Buy
8,739
+1,796
+26% +$120K 0.01% 481
2016
Q3 		$467K Buy
6,943
+1,219
+21% +$81.7K 0.01% 481
2016
Q2 		$392K Buy
5,724
+760
+15% +$48.8K 0.01% 503
2016
Q1 		$302K Buy
+4,964
New +$278K 0.01% 481

Other funds holding MRSH

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

Rothschild & Co Asset Management US's MRSH Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Marsh (MRSH) in Q3 2017, closing a stake of 6,516 shares — an estimated $508K sold.

Rothschild & Co Asset Management US first reported a position in MRSH in Q1 2016 and held it in 6 quarters. The position peaked at $591K in Q4 2016. 718 funds tracked by Wall St. Rank hold MRSH as of Q3 2017.

  • Rothschild & Co Asset Management US reported no remaining Marsh position as of Q3 2017 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 6,516 Marsh shares in Q3 2017, an estimated $508K.
  • Rothschild & Co Asset Management US first reported a position in Marsh in Q1 2016 and held it in 6 quarters.
  • Rothschild & Co Asset Management US's Marsh position peaked at $591K in Q4 2016.
  • 718 funds tracked by Wall St. Rank held Marsh as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.