TRIM
Thompson Rubinstein Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $472K | Hold |
5,023
| – | – | 0.15% | 67 |
|
|
2018
Q4 | $401K | Sell |
5,023
-540
| -10% | -$43.1K | 0.15% | 68 |
|
|
2018
Q3 | $460K | Sell |
5,563
-200
| -3% | -$16.5K | 0.14% | 69 |
|
|
2018
Q2 | $472K | Sell |
5,763
-700
| -11% | -$57.3K | 0.16% | 68 |
|
|
2018
Q1 | $534K | Sell |
6,463
-80
| -1% | -$6.61K | 0.18% | 66 |
|
|
2017
Q4 | $533K | Hold |
6,543
| – | – | 0.18% | 67 |
|
|
2017
Q3 | $548K | Hold |
6,543
| – | – | 0.19% | 67 |
|
|
2017
Q2 | $510K | Hold |
6,543
| – | – | 0.19% | 67 |
|
|
2017
Q1 | $483K | Sell |
6,543
-430
| -6% | -$31.7K | 0.18% | 67 |
|
|
2016
Q4 | $471K | Buy |
6,973
+200
| +3% | +$13.5K | 0.17% | 66 |
|
|
2016
Q3 | $455K | Sell |
6,773
-554
| -8% | -$37.2K | 0.17% | 68 |
|
|
2016
Q2 | $502K | Buy |
7,327
+465
| +7% | +$31.9K | 0.2% | 67 |
|
|
2016
Q1 | $417K | Hold |
6,862
| – | – | 0.17% | 68 |
|
|
2015
Q4 | $380K | Hold |
6,862
| – | – | 0.17% | 64 |
|
|
2015
Q3 | $358K | Hold |
6,862
| – | – | 0.16% | 65 |
|
|
2015
Q2 | $389K | Sell |
6,862
-558
| -8% | -$31.6K | 0.16% | 65 |
|
|
2015
Q1 | $416K | Hold |
7,420
| – | – | 0.16% | 65 |
|
|
2014
Q4 | $425K | Hold |
7,420
| – | – | 0.16% | 66 |
|
|
2014
Q3 | $388K | Sell |
7,420
-310
| -4% | -$16.2K | 0.15% | 65 |
|
|
2014
Q2 | $401K | Hold |
7,730
| – | – | 0.15% | 64 |
|
|
2014
Q1 | $381K | Hold |
7,730
| – | – | 0.15% | 62 |
|
|
2013
Q4 | $374K | Hold |
7,730
| – | – | 0.15% | 63 |
|
|
2013
Q3 | $337K | Buy |
7,730
+315
| +4% | +$13.7K | 0.14% | 63 |
|
|
2013
Q2 | $296K | Buy |
+7,415
| New | +$296K | 0.13% | 63 |
|