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Wellington Shields Capital Management’s Marsh MRSH Stock Holding History

Wellington Shields Capital Management’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
Q3 		– Sell
-4,500
Closed -$308K – 325
2016
Q2 		$308K Hold
4,500
– – 0.05% 255
2016
Q1 		$274K Buy
+4,500
New +$252K 0.05% 265

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 $3.38T AUM 44.17% 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

Wellington Shields Capital Management's MRSH Position: Q3 2016 in Review

Wellington Shields Capital Management sold out of Marsh (MRSH) in Q3 2016, closing a stake of 4,500 shares — an estimated $308K sold.

Wellington Shields Capital Management first reported a position in MRSH in Q1 2016 and held it in 2 quarters. The position peaked at $308K in Q2 2016. 676 funds tracked by Wall St. Rank hold MRSH as of Q3 2016.

  • Wellington Shields Capital Management reported no remaining Marsh position as of Q3 2016 after selling out during the quarter.
  • Wellington Shields Capital Management sold 4,500 Marsh shares in Q3 2016, an estimated $308K.
  • Wellington Shields Capital Management first reported a position in Marsh in Q1 2016 and held it in 2 quarters.
  • Wellington Shields Capital Management's Marsh position peaked at $308K in Q2 2016.
  • 676 funds tracked by Wall St. Rank held Marsh as of Q3 2016.

Based on Wellington Shields Capital Management's 13F filing for Q3 2016, filed 1 Nov 2016.