Tocqueville Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,069
| Closed | -$301K | – | 816 |
|
|
2017
Q1 | $301K | Sell |
4,069
-1,622
| -29% | -$120K | ﹤0.01% | 668 |
|
|
2016
Q4 | $385K | Sell |
5,691
-24
| -0.4% | -$1.62K | ﹤0.01% | 640 |
|
|
2016
Q3 | $384K | Buy |
5,715
+227
| +4% | +$15.3K | ﹤0.01% | 667 |
|
|
2016
Q2 | $376K | Buy |
+5,488
| New | +$376K | ﹤0.01% | 689 |
|
|
2014
Q3 | – | Sell |
-2,019
| Closed | -$105K | – | 1102 |
|
|
2014
Q2 | $105K | Hold |
2,019
| – | – | ﹤0.01% | 1141 |
|
|
2014
Q1 | $100K | Sell |
2,019
-1,420
| -41% | -$70.3K | ﹤0.01% | 928 |
|
|
2013
Q4 | $167K | Buy |
+3,439
| New | +$167K | ﹤0.01% | 840 |
|