WA
MRSH

WESPAC Advisors’s Marsh MRSH Stock Holding History

WESPAC Advisors’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
Q1 		– Sell
-2,970
Closed -$242K – 161
2017
Q4 		$242K Sell
2,970
-3,088
-51% -$257K 0.22% 107
2017
Q3 		$508K Buy
6,058
+345
+6% +$27.3K 0.34% 90
2017
Q2 		$445K Buy
5,713
+1,399
+32% +$106K 0.3% 98
2017
Q1 		$319K Sell
4,314
-456
-10% -$32.6K 0.37% 89
2016
Q4 		$322K Buy
+4,770
New +$320K 0.36% 81

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WESPAC Advisors's MRSH Position: Q1 2018 in Review

WESPAC Advisors sold out of Marsh (MRSH) in Q1 2018, closing a stake of 2,970 shares — an estimated $242K sold.

WESPAC Advisors first reported a position in MRSH in Q4 2016 and held it in 5 quarters. The position peaked at $508K in Q3 2017. 816 funds tracked by Wall St. Rank hold MRSH as of Q1 2018.

  • WESPAC Advisors reported no remaining Marsh position as of Q1 2018 after selling out during the quarter.
  • WESPAC Advisors sold 2,970 Marsh shares in Q1 2018, an estimated $242K.
  • WESPAC Advisors first reported a position in Marsh in Q4 2016 and held it in 5 quarters.
  • WESPAC Advisors's Marsh position peaked at $508K in Q3 2017.
  • 816 funds tracked by Wall St. Rank held Marsh as of Q1 2018.

Based on WESPAC Advisors's 13F filing for Q1 2018, filed 8 May 2018.