TF
MRSH

Trutina Financial’s Marsh MRSH Stock Holding History

Trutina Financial’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
2016
Q2 		– Sell
-4,815
Closed -$293K – 63
2016
Q1 		$293K Hold
4,815
– – 0.33% 54
2015
Q4 		$267K Sell
4,815
-650
-12% -$35.8K 0.33% 51
2015
Q3 		$285K Sell
5,465
-100
-2% -$5.58K 0.31% 51
2015
Q2 		$316K Hold
5,565
– – 0.28% 51
2015
Q1 		$312K Sell
5,565
-375
-6% -$21.1K 0.26% 54
2014
Q4 		$340K Sell
5,940
-450
-7% -$24.7K 0.27% 44
2014
Q3 		$334K Sell
6,390
-200
-3% -$10.4K 0.25% 46
2014
Q2 		$341K Hold
6,590
– – 0.25% 48
2014
Q1 		$325K Sell
6,590
-450
-6% -$21.6K 0.24% 52
2013
Q4 		$340K Hold
7,040
– – 0.29% 50
2013
Q3 		$307K Buy
7,040
+200
+3% +$8.41K 0.3% 46
2013
Q2 		$273K Buy
+6,840
New +$268K 0.22% 56

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Trutina Financial's MRSH Position: Q2 2016 in Review

Trutina Financial sold out of Marsh (MRSH) in Q2 2016, closing a stake of 4,815 shares — an estimated $293K sold.

Trutina Financial first reported a position in MRSH in Q2 2013 and held it in 12 quarters. The position peaked at $341K in Q2 2014. 634 funds tracked by Wall St. Rank hold MRSH as of Q2 2016.

  • Trutina Financial reported no remaining Marsh position as of Q2 2016 after selling out during the quarter.
  • Trutina Financial sold 4,815 Marsh shares in Q2 2016, an estimated $293K.
  • Trutina Financial first reported a position in Marsh in Q2 2013 and held it in 12 quarters.
  • Trutina Financial's Marsh position peaked at $341K in Q2 2014.
  • 634 funds tracked by Wall St. Rank held Marsh as of Q2 2016.

Based on Trutina Financial's 13F filing for Q2 2016, filed 25 Jul 2016.