TA
MRSH

Townsend & Associates’s Marsh MRSH Stock Holding History

Townsend & Associates’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
2018
Q3 		– Sell
-1,361
Closed -$112K – 166
2018
Q2 		$112K Buy
1,361
+198
+17% +$16.2K 0.13% 92
2018
Q1 		$96K Buy
1,163
+104
+10% +$8.62K 0.08% 96
2017
Q4 		$86K Buy
+1,059
New +$88K 0.07% 114

Other funds holding MRSH

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Townsend & Associates's MRSH Position: Q3 2018 in Review

Townsend & Associates sold out of Marsh (MRSH) in Q3 2018, closing a stake of 1,361 shares — an estimated $112K sold.

Townsend & Associates first reported a position in MRSH in Q4 2017 and held it in 3 quarters. The position peaked at $112K in Q2 2018. 798 funds tracked by Wall St. Rank hold MRSH as of Q3 2018.

  • Townsend & Associates reported no remaining Marsh position as of Q3 2018 after selling out during the quarter.
  • Townsend & Associates sold 1,361 Marsh shares in Q3 2018, an estimated $112K.
  • Townsend & Associates first reported a position in Marsh in Q4 2017 and held it in 3 quarters.
  • Townsend & Associates's Marsh position peaked at $112K in Q2 2018.
  • 798 funds tracked by Wall St. Rank held Marsh as of Q3 2018.

Based on Townsend & Associates's 13F filing for Q3 2018, filed 29 Oct 2018.