Whitney & Co’s Marsh MRSH Stock Holding History

Whitney & 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	-69	Closed	-$6K	–	311
2018 Q3	$6K	Buy	+69	New	+$5.84K	﹤0.01%	375

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Whitney & Co sold out of Marsh (MRSH) in Q4 2018, closing a stake of 69 shares — an estimated $6K sold.

Whitney & Co first reported a position in MRSH in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 826 funds tracked by Wall St. Rank hold MRSH as of Q4 2018.

Whitney & Co reported no remaining Marsh position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 69 Marsh shares in Q4 2018, an estimated $6K.
Whitney & Co first reported a position in Marsh in Q3 2018 and held it in 1 quarter.
Whitney & Co's Marsh position peaked at $6K in Q3 2018.
826 funds tracked by Wall St. Rank held Marsh as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.