SIAP
MRSH

Sterling Investment Advisors (Pennsylvania)’s Marsh MRSH Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2017
Q3 		– Sell
-30
Closed -$2K – 359
2017
Q2 		$2K Buy
+30
New +$2.27K ﹤0.01% 356

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

Sterling Investment Advisors (Pennsylvania)'s MRSH Position: Q3 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Marsh (MRSH) in Q3 2017, closing a stake of 30 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MRSH in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 718 funds tracked by Wall St. Rank hold MRSH as of Q3 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Marsh position as of Q3 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 30 Marsh shares in Q3 2017, an estimated $2K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Marsh in Q2 2017 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Marsh position peaked at $2K in Q2 2017.
  • 718 funds tracked by Wall St. Rank held Marsh as of Q3 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2017, filed 3 Nov 2017.