TAM
MRSH

Tocqueville Asset Management’s Marsh MRSH Stock Holding History

Tocqueville Asset 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
2017
Q2 		– Sell
-4,069
Closed -$301K – 816
2017
Q1 		$301K Sell
4,069
-1,622
-29% -$116K ﹤0.01% 668
2016
Q4 		$385K Sell
5,691
-24
-0.4% -$1.61K ﹤0.01% 640
2016
Q3 		$384K Buy
5,715
+227
+4% +$15.2K ﹤0.01% 667
2016
Q2 		$376K Buy
+5,488
New +$352K ﹤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% -$68K ﹤0.01% 928
2013
Q4 		$167K Buy
+3,439
New +$159K ﹤0.01% 840

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Tocqueville Asset Management's MRSH Position: Q2 2017 in Review

Tocqueville Asset Management sold out of Marsh (MRSH) in Q2 2017, closing a stake of 4,069 shares — an estimated $301K sold.

Tocqueville Asset Management first reported a position in MRSH in Q4 2013 and held it in 7 quarters. The position peaked at $385K in Q4 2016. 737 funds tracked by Wall St. Rank hold MRSH as of Q2 2017.

  • Tocqueville Asset Management reported no remaining Marsh position as of Q2 2017 after selling out during the quarter.
  • Tocqueville Asset Management sold 4,069 Marsh shares in Q2 2017, an estimated $301K.
  • Tocqueville Asset Management first reported a position in Marsh in Q4 2013 and held it in 7 quarters.
  • Tocqueville Asset Management's Marsh position peaked at $385K in Q4 2016.
  • 737 funds tracked by Wall St. Rank held Marsh as of Q2 2017.

Based on Tocqueville Asset Management's 13F filing for Q2 2017, filed 4 Aug 2017.