WPW
MRSH

Winthrop Partners - WNY’s Marsh MRSH Stock Holding History

Winthrop Partners - WNY’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
2019
Q1 		– Sell
-77
Closed -$6.14K – 242
2018
Q4 		$6.14K Sell
77
-459
-86% -$38.3K 0.01% 221
2018
Q3 		$44.3K Hold
536
– – 0.04% 179
2018
Q2 		$43.9K Hold
536
– – 0.04% 188
2018
Q1 		$43.2K Buy
+536
New +$44.4K 0.03% 226

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
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

Winthrop Partners - WNY's MRSH Position: Q1 2019 in Review

Winthrop Partners - WNY sold out of Marsh (MRSH) in Q1 2019, closing a stake of 77 shares — an estimated $6.14K sold.

Winthrop Partners - WNY first reported a position in MRSH in Q1 2018 and held it in 4 quarters. The position peaked at $44.3K in Q3 2018. 836 funds tracked by Wall St. Rank hold MRSH as of Q1 2019.

  • Winthrop Partners - WNY reported no remaining Marsh position as of Q1 2019 after selling out during the quarter.
  • Winthrop Partners - WNY sold 77 Marsh shares in Q1 2019, an estimated $6.14K.
  • Winthrop Partners - WNY first reported a position in Marsh in Q1 2018 and held it in 4 quarters.
  • Winthrop Partners - WNY's Marsh position peaked at $44.3K in Q3 2018.
  • 836 funds tracked by Wall St. Rank held Marsh as of Q1 2019.

Based on Winthrop Partners - WNY's 13F filing for Q1 2019, filed 15 May 2019.