WC
MRSH

Whitnell & Co’s Marsh MRSH Stock Holding History

Whitnell & Co’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 		– Sell
-56
Closed -$5K – 250
2018
Q3 		$5K Hold
56
– – ﹤0.01% 242
2018
Q2 		$5K Hold
56
– – ﹤0.01% 261
2018
Q1 		$5K Hold
56
– – ﹤0.01% 289
2017
Q4 		$5K Hold
56
– – ﹤0.01% 253
2017
Q3 		$5K Hold
56
– – ﹤0.01% 224
2017
Q2 		$4K Hold
56
– – ﹤0.01% 229
2017
Q1 		$4K Buy
+56
New +$4K ﹤0.01% 249

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

Whitnell & Co's MRSH Position: Q4 2018 in Review

Whitnell & Co sold out of Marsh (MRSH) in Q4 2018, closing a stake of 56 shares — an estimated $5K sold.

Whitnell & Co first reported a position in MRSH in Q1 2017 and held it in 7 quarters. The position peaked at $5K in Q3 2018. 826 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

  • Whitnell & Co reported no remaining Marsh position as of Q4 2018 after selling out during the quarter.
  • Whitnell & Co sold 56 Marsh shares in Q4 2018, an estimated $5K.
  • Whitnell & Co first reported a position in Marsh in Q1 2017 and held it in 7 quarters.
  • Whitnell & Co's Marsh position peaked at $5K in Q3 2018.
  • 826 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on Whitnell & Co's 13F filing for Q4 2018, filed 5 Feb 2019.