WKA
MRSH

Wilson Kemp & Associates’s Marsh MRSH Stock Holding History

Wilson Kemp & Associates’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
2014
Q3 		– Sell
-4,000
Closed -$207K – 41
2014
Q2 		$207K Buy
+4,000
New +$199K 0.74% 54
2014
Q1 		– Sell
-9,500
Closed -$459K – 63
2013
Q4 		$459K Sell
9,500
-700
-7% -$32.4K 0.88% 42
2013
Q3 		$444K Hold
10,200
– – 0.98% 37
2013
Q2 		$407K Buy
+10,200
New +$399K 0.39% 63

Other funds holding MRSH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wilson Kemp & Associates's MRSH Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of Marsh (MRSH) in Q3 2014, closing a stake of 4,000 shares — an estimated $207K sold.

Wilson Kemp & Associates first reported a position in MRSH in Q2 2013 and held it in 4 quarters. The position peaked at $459K in Q4 2013. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining Marsh position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 4,000 Marsh shares in Q3 2014, an estimated $207K.
  • Wilson Kemp & Associates first reported a position in Marsh in Q2 2013 and held it in 4 quarters.
  • Wilson Kemp & Associates's Marsh position peaked at $459K in Q4 2013.
  • 567 funds tracked by Wall St. Rank held Marsh as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.