Tiverton Asset Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.39M | Sell |
23,880
-12,222
| -34% | -$1.22M | 0.08% | 186 |
|
|
2019
Q2 | $3.6M | Buy |
36,102
+11,199
| +45% | +$1.12M | 0.13% | 146 |
|
|
2019
Q1 | $2.34M | Sell |
24,903
-1,928
| -7% | -$181K | 0.1% | 161 |
|
|
2018
Q4 | $2.14M | Hold |
26,831
| – | – | 0.13% | 121 |
|
|
2018
Q3 | $2.22M | Buy |
26,831
+6,880
| +34% | +$569K | 0.11% | 135 |
|
|
2018
Q2 | $1.64M | Buy |
19,951
+18,334
| +1,134% | +$1.5M | 0.08% | 146 |
|
|
2018
Q1 | $133K | Sell |
1,617
-3,330
| -67% | -$274K | 0.01% | 378 |
|
|
2017
Q4 | $403K | Buy |
+4,947
| New | +$403K | 0.03% | 260 |
|