Spectrum Asset Management (California)’s Marsh MRSH Stock Holding History

Spectrum Asset Management (California)’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
2019 Q3	–	Sell	-10,690	Closed	-$1.07M	–	88
2019 Q2	$1.07M	Buy	+10,690	New	+$1.02M	0.67%	50
2015 Q4	–	Sell	-18,635	Closed	-$973K	–	61
2015 Q3	$973K	Hold	18,635	–	–	1.14%	23
2015 Q2	$1.06M	Sell	18,635 -175	-0.9%	-$10.1K	0.91%	28
2015 Q1	$1.05M	Sell	18,810 -650	-3%	-$36.6K	0.93%	29
2014 Q4	$1.11M	Buy	+19,460	New	+$1.07M	0.92%	31

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Spectrum Asset Management (California)'s MRSH Position: Q3 2019 in Review

Spectrum Asset Management (California) sold out of Marsh (MRSH) in Q3 2019, closing a stake of 10,690 shares — an estimated $1.07M sold.

Spectrum Asset Management (California) first reported a position in MRSH in Q4 2014 and held it in 5 quarters. The position peaked at $1.11M in Q4 2014. 834 funds tracked by Wall St. Rank hold MRSH as of Q3 2019.

Spectrum Asset Management (California) reported no remaining Marsh position as of Q3 2019 after selling out during the quarter.
Spectrum Asset Management (California) sold 10,690 Marsh shares in Q3 2019, an estimated $1.07M.
Spectrum Asset Management (California) first reported a position in Marsh in Q4 2014 and held it in 5 quarters.
Spectrum Asset Management (California)'s Marsh position peaked at $1.11M in Q4 2014.
834 funds tracked by Wall St. Rank held Marsh as of Q3 2019.

Based on Spectrum Asset Management (California)'s 13F filing for Q3 2019, filed 24 Oct 2019.