WealthOne’s Marsh MRSH Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-359	Closed	-$29K	–	363
2018 Q4	$29K	Buy	+359	New	+$29.9K	0.03%	227

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WealthOne's MRSH Position: Q1 2019 in Review

WealthOne sold out of Marsh (MRSH) in Q1 2019, closing a stake of 359 shares — an estimated $29K sold.

WealthOne first reported a position in MRSH in Q4 2018 and held it in 1 quarter. The position peaked at $29K in Q4 2018. 836 funds tracked by Wall St. Rank hold MRSH as of Q1 2019.

WealthOne reported no remaining Marsh position as of Q1 2019 after selling out during the quarter.
WealthOne sold 359 Marsh shares in Q1 2019, an estimated $29K.
WealthOne first reported a position in Marsh in Q4 2018 and held it in 1 quarter.
WealthOne's Marsh position peaked at $29K in Q4 2018.
836 funds tracked by Wall St. Rank held Marsh as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.