W
MRSH

Wealthfront’s Marsh MRSH Stock Holding History

Wealthfront’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 		$1.61M Sell
19,449
-1,048
-5% -$88.8K 0.02% 161
2018
Q2 		$1.68M Buy
20,497
+5,454
+36% +$445K 0.02% 150
2018
Q1 		$1.24M Sell
15,043
-1,306
-8% -$108K 0.01% 211
2017
Q4 		$1.33M Buy
16,349
+1,237
+8% +$103K 0.01% 176
2017
Q3 		$1.27M Buy
15,112
+1,613
+12% +$128K 0.02% 153
2017
Q2 		$1.05M Buy
13,499
+1,411
+12% +$107K 0.02% 146
2017
Q1 		$893K Buy
12,088
+1,726
+17% +$123K 0.02% 140
2016
Q4 		$700K Sell
10,362
-424
-4% -$28.4K 0.02% 148
2016
Q3 		$725K Buy
10,786
+920
+9% +$61.6K 0.02% 145
2016
Q2 		$675K Buy
9,866
+1,013
+11% +$65K 0.02% 134
2016
Q1 		$538K Buy
8,853
+3,343
+61% +$187K 0.02% 145
2015
Q4 		$306K Buy
5,510
+570
+12% +$31.4K 0.01% 209
2015
Q3 		$258K Sell
4,940
-1,177
-19% -$65.7K 0.01% 227
2015
Q2 		$347K Buy
6,117
+1,030
+20% +$59.5K 0.01% 167
2015
Q1 		$285K Buy
5,087
+618
+14% +$34.8K 0.01% 172
2014
Q4 		$256K Buy
4,469
+398
+10% +$21.8K 0.02% 153
2014
Q3 		$213K Buy
4,071
+1,152
+39% +$60.1K 0.01% 142
2014
Q2 		$152K Buy
2,919
+913
+46% +$45.4K 0.01% 140
2014
Q1 		$99K Buy
+2,006
New +$96.1K 0.01% 131

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wealthfront's MRSH Position: Q3 2018 in Review

Wealthfront reduced its Marsh (MRSH) stake by 5.1% in Q3 2018, selling an estimated $88.8K and leaving 19,449 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #161.

Wealthfront first reported a position in MRSH in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.68M in Q2 2018. 798 funds tracked by Wall St. Rank hold MRSH as of Q3 2018.

  • Wealthfront held 19,449 shares of Marsh worth $1.61M as of Q3 2018.
  • Wealthfront sold 1,048 Marsh shares in Q3 2018, an estimated $88.8K.
  • Marsh made up 0.02% of Wealthfront's portfolio in Q3 2018, its #161 holding.
  • Wealthfront first reported a position in Marsh in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Marsh position peaked at $1.68M in Q2 2018.
  • 798 funds tracked by Wall St. Rank held Marsh as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.