RFM
MRSH

Royal Fund Management’s Marsh MRSH Stock Holding History

Royal Fund Management’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
Q4 		– Sell
-173
Closed -$14K – 623
2018
Q3 		$14K Hold
173
– – ﹤0.01% 305
2018
Q2 		$14K Hold
173
– – ﹤0.01% 319
2018
Q1 		$14K Hold
173
– – 0.01% 310
2017
Q4 		$14K Hold
173
– – 0.01% 329
2017
Q3 		$14K Buy
+173
New +$13.7K 0.01% 278

Other funds holding MRSH

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
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 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

Royal Fund Management's MRSH Position: Q4 2018 in Review

Royal Fund Management sold out of Marsh (MRSH) in Q4 2018, closing a stake of 173 shares — an estimated $14K sold.

Royal Fund Management first reported a position in MRSH in Q3 2017 and held it in 5 quarters. The position peaked at $14K in Q3 2018. 826 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

  • Royal Fund Management reported no remaining Marsh position as of Q4 2018 after selling out during the quarter.
  • Royal Fund Management sold 173 Marsh shares in Q4 2018, an estimated $14K.
  • Royal Fund Management first reported a position in Marsh in Q3 2017 and held it in 5 quarters.
  • Royal Fund Management's Marsh position peaked at $14K in Q3 2018.
  • 826 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on Royal Fund Management's 13F filing for Q4 2018, filed 7 May 2020.