SFM
MRSH

Systematic Financial Management’s Marsh MRSH Stock Holding History

Systematic Financial Management’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
2013
Q3 		– Sell
-1,640
Closed -$65K – 676
2013
Q2 		$65K Buy
+1,640
New +$64.2K ﹤0.01% 628

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Systematic Financial Management's MRSH Position: Q3 2013 in Review

Systematic Financial Management sold out of Marsh (MRSH) in Q3 2013, closing a stake of 1,640 shares — an estimated $65K sold.

Systematic Financial Management first reported a position in MRSH in Q2 2013 and held it in 1 quarter. The position peaked at $65K in Q2 2013. 515 funds tracked by Wall St. Rank hold MRSH as of Q3 2013.

  • Systematic Financial Management reported no remaining Marsh position as of Q3 2013 after selling out during the quarter.
  • Systematic Financial Management sold 1,640 Marsh shares in Q3 2013, an estimated $65K.
  • Systematic Financial Management first reported a position in Marsh in Q2 2013 and held it in 1 quarter.
  • Systematic Financial Management's Marsh position peaked at $65K in Q2 2013.
  • 515 funds tracked by Wall St. Rank held Marsh as of Q3 2013.

Based on Systematic Financial Management's 13F filing for Q3 2013, filed 12 Nov 2013.