Shine Investment Advisory Services’s Marsh MRSH Stock Holding History

Shine Investment Advisory Services’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
2020 Q2	–	Sell	-804	Closed	-$70K	–	754
2020 Q1	$70K	Hold	804	–	–	0.03%	225
2019 Q4	$90K	Hold	804	–	–	0.04%	230
2019 Q3	$80K	Hold	804	–	–	0.04%	221
2019 Q2	$80K	Hold	804	–	–	0.04%	220
2019 Q1	$75K	Hold	804	–	–	0.03%	231
2018 Q4	$64K	Hold	804	–	–	0.03%	236
2018 Q3	$67K	Hold	804	–	–	0.04%	255
2018 Q2	$66K	Hold	804	–	–	0.03%	254
2018 Q1	$66K	Hold	804	–	–	0.04%	244
2017 Q4	$65K	Hold	804	–	–	0.03%	248
2017 Q3	$67K	Hold	804	–	–	0.03%	239
2017 Q2	$63K	Buy	+804	New	+$60.7K	0.03%	235

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shine Investment Advisory Services's MRSH Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Marsh (MRSH) in Q2 2020, closing a stake of 804 shares — an estimated $70K sold.

Shine Investment Advisory Services first reported a position in MRSH in Q2 2017 and held it in 12 quarters. The position peaked at $90K in Q4 2019. 911 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

Shine Investment Advisory Services reported no remaining Marsh position as of Q2 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 804 Marsh shares in Q2 2020, an estimated $70K.
Shine Investment Advisory Services first reported a position in Marsh in Q2 2017 and held it in 12 quarters.
Shine Investment Advisory Services's Marsh position peaked at $90K in Q4 2019.
911 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.