VFA
MRSH

Virtus Fund Advisers’s Marsh MRSH Stock Holding History

Virtus Fund Advisers’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
2015
Q1 		– Sell
-628
Closed -$36K – 994
2014
Q4 		$36K Hold
628
– – ﹤0.01% 849
2014
Q3 		$33K Sell
628
-4,874
-89% -$254K ﹤0.01% 881
2014
Q2 		$285K Buy
+5,502
New +$273K ﹤0.01% 862

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Virtus Fund Advisers's MRSH Position: Q1 2015 in Review

Virtus Fund Advisers sold out of Marsh (MRSH) in Q1 2015, closing a stake of 628 shares — an estimated $36K sold.

Virtus Fund Advisers first reported a position in MRSH in Q2 2014 and held it in 3 quarters. The position peaked at $285K in Q2 2014. 601 funds tracked by Wall St. Rank hold MRSH as of Q1 2015.

  • Virtus Fund Advisers reported no remaining Marsh position as of Q1 2015 after selling out during the quarter.
  • Virtus Fund Advisers sold 628 Marsh shares in Q1 2015, an estimated $36K.
  • Virtus Fund Advisers first reported a position in Marsh in Q2 2014 and held it in 3 quarters.
  • Virtus Fund Advisers's Marsh position peaked at $285K in Q2 2014.
  • 601 funds tracked by Wall St. Rank held Marsh as of Q1 2015.

Based on Virtus Fund Advisers's 13F filing for Q1 2015, filed 13 May 2015.