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 $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRUE Private Wealth Advisors's MRSH Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Marsh (MRSH) in Q1 2020, closing a stake of 43,409 shares — an estimated $4.84M sold.

TRUE Private Wealth Advisors first reported a position in MRSH in Q1 2016 and held it in 16 quarters. The position peaked at $4.84M in Q4 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 43,409 Marsh shares in Q1 2020, an estimated $4.84M.
  • TRUE Private Wealth Advisors first reported a position in Marsh in Q1 2016 and held it in 16 quarters.
  • TRUE Private Wealth Advisors's Marsh position peaked at $4.84M in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.