TPWA
MRSH

TRUE Private Wealth Advisors’s Marsh MRSH Stock Holding History

TRUE Private Wealth Advisors’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
2020
Q1 		– Sell
-43,409
Closed -$4.84M – 769
2019
Q4 		$4.84M Sell
43,409
-76
-0.2% -$7.94K 0.74% 18
2019
Q3 		$4.35M Hold
43,485
– – 0.75% 18
2019
Q2 		$4.34M Hold
43,485
– – 0.74% 17
2019
Q1 		$4.08M Buy
43,485
+19,983
+85% +$1.77M 0.78% 18
2018
Q4 		$1.87M Buy
23,502
+275
+1% +$22.9K 0.33% 57
2018
Q3 		$1.92M Sell
23,227
-10,688
-32% -$905K 0.27% 67
2018
Q2 		$2.78M Buy
33,915
+202
+0.6% +$16.5K 0.44% 47
2018
Q1 		$2.78M Sell
33,713
-10
-0% -$828 0.48% 43
2017
Q4 		$2.74M Buy
33,723
+29,398
+680% +$2.44M 0.48% 42
2017
Q3 		$362K Sell
4,325
-11
-0.3% -$872 0.08% 103
2017
Q2 		$338K Buy
4,336
+66
+2% +$4.98K 0.08% 103
2017
Q1 		$313K Sell
4,270
-66
-2% -$4.72K 0.07% 104
2016
Q4 		$292K Buy
4,336
+66
+2% +$4.42K 0.07% 110
2016
Q3 		$280K Sell
4,270
-86
-2% -$5.76K 0.09% 105
2016
Q2 		$298K Hold
4,356
– – 0.1% 97
2016
Q1 		$265K Buy
+4,356
New +$244K 0.1% 98

Other funds holding MRSH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return