ST
MRSH

Stifel Trust’s Marsh MRSH Stock Holding History

Stifel Trust’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
2014
Q3 		$72K Sell
1,372
-100
-7% -$5.21K 0.01% 240
2014
Q2 		$77K Sell
1,472
-75
-5% -$3.73K 0.01% 234
2014
Q1 		$77K Sell
1,547
-125
-7% -$5.99K 0.01% 236
2013
Q4 		$81K Hold
1,672
– – 0.02% 229
2013
Q3 		$73K Sell
1,672
-200
-11% -$8.41K 0.01% 240
2013
Q2 		$75K Buy
+1,872
New +$73.3K 0.02% 229

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Stifel Trust's MRSH Position: Q3 2014 in Review

Stifel Trust reduced its Marsh (MRSH) stake by 6.8% in Q3 2014, selling an estimated $5.21K and leaving 1,372 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #240.

Stifel Trust first reported a position in MRSH in Q2 2013 and has held it in 6 quarters since. The position peaked at $81K in Q4 2013. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2014.

  • Stifel Trust held 1,372 shares of Marsh worth $72K as of Q3 2014.
  • Stifel Trust sold 100 Marsh shares in Q3 2014, an estimated $5.21K.
  • Marsh made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #240 holding.
  • Stifel Trust first reported a position in Marsh in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Marsh position peaked at $81K in Q4 2013.
  • 567 funds tracked by Wall St. Rank held Marsh as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.