WA
MRSH

WFG Advisors’s Marsh MRSH Stock Holding History

WFG 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
2017
Q2 		$172K Buy
2,210
+1
+0% +$76 0.04% 402
2017
Q1 		$163K Sell
2,209
-2,870
-57% -$205K 0.04% 374
2016
Q4 		$343K Sell
5,079
-108
-2% -$7.24K 0.08% 257
2016
Q3 		$349K Buy
5,187
+2
+0% +$134 0.09% 233
2016
Q2 		$355K Buy
5,185
+696
+16% +$44.7K 0.09% 208
2016
Q1 		$273K Sell
4,489
-196
-4% -$11K 0.08% 250
2015
Q4 		$260K Buy
4,685
+501
+12% +$27.6K 0.08% 246
2015
Q3 		$218K Sell
4,184
-98
-2% -$5.47K 0.07% 273
2015
Q2 		$243K Buy
4,282
+1,109
+35% +$64.1K 0.07% 289
2015
Q1 		$178K Sell
3,173
-1,698
-35% -$95.7K 0.05% 383
2014
Q4 		$279K Buy
4,871
+575
+13% +$31.5K 0.06% 349
2014
Q3 		$225K Buy
4,296
+790
+23% +$41.2K 0.04% 419
2014
Q2 		$182K Hold
3,506
– – 0.03% 468
2014
Q1 		$173K Sell
3,506
-12
-0.3% -$575 0.03% 469
2013
Q4 		$170K Sell
3,518
-1
-0% -$46 0.02% 568
2013
Q3 		$153K Buy
3,519
+200
+6% +$8.41K 0.02% 569
2013
Q2 		$132K Buy
+3,319
New +$130K 0.02% 576

Other funds holding MRSH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WFG Advisors's MRSH Position: Q2 2017 in Review

WFG Advisors increased its Marsh (MRSH) stake by 0.05% in Q2 2017, buying an estimated $76 and bringing the position to 2,210 shares worth $172K. The position accounts for 0.04% of the portfolio, ranked #402.

WFG Advisors first reported a position in MRSH in Q2 2013 and has held it in 17 quarters since. The position peaked at $355K in Q2 2016. 737 funds tracked by Wall St. Rank hold MRSH as of Q2 2017.

  • WFG Advisors held 2,210 shares of Marsh worth $172K as of Q2 2017.
  • WFG Advisors bought 1 Marsh share in Q2 2017, an estimated $76.
  • Marsh made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #402 holding.
  • WFG Advisors first reported a position in Marsh in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Marsh position peaked at $355K in Q2 2016.
  • 737 funds tracked by Wall St. Rank held Marsh as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.