Signature Financial Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-18,353
| Closed | -$1.36M | – | 160 |
|
|
2017
Q1 | $1.36M | Buy |
18,353
+570
| +3% | +$42.1K | 0.43% | 39 |
|
|
2016
Q4 | $1.2M | Sell |
17,783
-2,368
| -12% | -$160K | 0.45% | 40 |
|
|
2016
Q3 | $1.36M | Sell |
20,151
-2,100
| -9% | -$141K | 0.55% | 32 |
|
|
2016
Q2 | $1.52M | Hold |
22,251
| – | – | 0.71% | 28 |
|
|
2016
Q1 | $1.35M | Sell |
22,251
-2,605
| -10% | -$158K | 0.66% | 34 |
|
|
2015
Q4 | $1.38M | Hold |
24,856
| – | – | 0.67% | 29 |
|
|
2015
Q3 | $1.3M | Sell |
24,856
-2,195
| -8% | -$115K | 0.8% | 27 |
|
|
2015
Q2 | $1.53M | Hold |
27,051
| – | – | 0.99% | 22 |
|
|
2015
Q1 | $1.52M | Hold |
27,051
| – | – | 0.98% | 21 |
|
|
2014
Q4 | $1.55M | Buy |
27,051
+945
| +4% | +$54.1K | 1.08% | 19 |
|
|
2014
Q3 | $1.37M | Hold |
26,106
| – | – | 0.98% | 20 |
|
|
2014
Q2 | $1.35M | Buy |
26,106
+5,354
| +26% | +$277K | 1.03% | 20 |
|
|
2014
Q1 | $1.02M | Hold |
20,752
| – | – | 0.88% | 22 |
|
|
2013
Q4 | $1M | Sell |
20,752
-322
| -2% | -$15.6K | 0.78% | 22 |
|
|
2013
Q3 | $918K | Hold |
21,074
| – | – | 0.81% | 22 |
|
|
2013
Q2 | $841K | Buy |
+21,074
| New | +$841K | 0.57% | 24 |
|