WA
MRSH

WealthTrust-Arizona’s Marsh MRSH Stock Holding History

WealthTrust-Arizona’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
Q4 		$55K Buy
691
+48
+7% +$4K 0.03% 142
2018
Q3 		$53K Buy
643
+164
+34% +$13.9K 0.03% 156
2018
Q2 		$39K Buy
+479
New +$39.1K 0.02% 184

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WealthTrust-Arizona's MRSH Position: Q4 2018 in Review

WealthTrust-Arizona increased its Marsh (MRSH) stake by 7.5% in Q4 2018, buying an estimated $4K and bringing the position to 691 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #142.

WealthTrust-Arizona first reported a position in MRSH in Q2 2018 and has held it in 3 quarters since. 826 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

  • WealthTrust-Arizona held 691 shares of Marsh worth $55K as of Q4 2018.
  • WealthTrust-Arizona bought 48 Marsh shares in Q4 2018, an estimated $4K.
  • Marsh made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #142 holding.
  • WealthTrust-Arizona first reported a position in Marsh in Q2 2018 and has held it in 3 quarters since.
  • 826 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.