Santa Fe Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-25,299
| Closed | -$1.4M | – | 201 |
|
|
2015
Q4 | $1.4M | Buy |
+25,299
| New | +$1.4M | 0.23% | 174 |
|
|
2015
Q3 | – | Sell |
-62,423
| Closed | -$3.54M | – | 533 |
|
|
2015
Q2 | $3.54M | Buy |
+62,423
| New | +$3.54M | 0.48% | 46 |
|
|
2015
Q1 | – | Sell |
-52,639
| Closed | -$3.01M | – | 560 |
|
|
2014
Q4 | $3.01M | Buy |
+52,639
| New | +$3.01M | 0.38% | 88 |
|
|
2014
Q2 | – | Sell |
-7,657
| Closed | -$377K | – | 560 |
|
|
2014
Q1 | $377K | Sell |
7,657
-6,110
| -44% | -$301K | 0.05% | 388 |
|
|
2013
Q4 | $665K | Buy |
+13,767
| New | +$665K | 0.11% | 310 |
|