SFP
MRSH

Santa Fe Partners’s Marsh MRSH Stock Holding History

Santa Fe Partners’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
2016
Q1 		– Sell
-25,299
Closed -$1.4M – 201
2015
Q4 		$1.4M Buy
+25,299
New +$1.39M 0.23% 174
2015
Q3 		– Sell
-62,423
Closed -$3.54M – 533
2015
Q2 		$3.54M Buy
+62,423
New +$3.61M 0.48% 46
2015
Q1 		– Sell
-52,639
Closed -$3.01M – 560
2014
Q4 		$3.01M Buy
+52,639
New +$2.89M 0.38% 88
2014
Q2 		– Sell
-7,657
Closed -$377K – 560
2014
Q1 		$377K Sell
7,657
-6,110
-44% -$293K 0.05% 388
2013
Q4 		$665K Buy
+13,767
New +$638K 0.11% 310

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Santa Fe Partners's MRSH Position: Q1 2016 in Review

Santa Fe Partners sold out of Marsh (MRSH) in Q1 2016, closing a stake of 25,299 shares — an estimated $1.4M sold.

Santa Fe Partners first reported a position in MRSH in Q4 2013 and held it in 5 quarters. The position peaked at $3.54M in Q2 2015. 608 funds tracked by Wall St. Rank hold MRSH as of Q1 2016.

  • Santa Fe Partners reported no remaining Marsh position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 25,299 Marsh shares in Q1 2016, an estimated $1.4M.
  • Santa Fe Partners first reported a position in Marsh in Q4 2013 and held it in 5 quarters.
  • Santa Fe Partners's Marsh position peaked at $3.54M in Q2 2015.
  • 608 funds tracked by Wall St. Rank held Marsh as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.