Willingdon Wealth Management’s Marsh MRSH Stock Holding History

Willingdon Wealth 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
2020 Q1	$1.8M	Buy	20,768 +19,837	+2,131%	+$2.11M	0.45%	60
2019 Q4	$104K	Hold	931	–	–	0.02%	151
2019 Q3	$93K	Sell	931 -69	-7%	-$6.9K	0.02%	148
2019 Q2	$100K	Hold	1,000	–	–	0.02%	147
2019 Q1	$94K	Hold	1,000	–	–	0.02%	151
2018 Q4	$80K	Sell	1,000 -19	-2%	-$1.58K	0.02%	158
2018 Q3	$84K	Buy	1,019 +19	+2%	+$1.61K	0.02%	173
2018 Q2	$82K	Hold	1,000	–	–	0.03%	159
2018 Q1	$83K	Sell	1,000 -40	-4%	-$3.31K	0.03%	144
2017 Q4	$85K	Buy	1,040 +40	+4%	+$3.33K	0.03%	139
2017 Q3	$84K	Buy	+1,000	New	+$79.3K	0.03%	132

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Willingdon Wealth Management's MRSH Position: Q1 2020 in Review

Willingdon Wealth Management increased its Marsh (MRSH) stake by 2,131% in Q1 2020, buying an estimated $2.11M and bringing the position to 20,768 shares worth $1.8M. The position accounts for 0.45% of the portfolio, ranked #60.

Willingdon Wealth Management first reported a position in MRSH in Q3 2017 and has held it in 11 quarters since. 880 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

Willingdon Wealth Management held 20,768 shares of Marsh worth $1.8M as of Q1 2020.
Willingdon Wealth Management bought 19,837 Marsh shares in Q1 2020, an estimated $2.11M.
Marsh made up 0.45% of Willingdon Wealth Management's portfolio in Q1 2020, its #60 holding.
Willingdon Wealth Management first reported a position in Marsh in Q3 2017 and has held it in 11 quarters since.
880 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.