YorkBridge Wealth Partners’s Marsh MRSH Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-861	Closed	-$86K	–	471
2019 Q2	$86K	Buy	861 +561	+187%	+$53.7K	0.04%	310
2019 Q1	$28K	Buy	300 +74	+33%	+$6.54K	0.01%	420
2018 Q4	$18K	Hold	226	–	–	0.01%	488
2018 Q3	$19K	Sell	226 -241	-52%	-$20.4K	0.01%	533
2018 Q2	$38K	Buy	467 +12	+3%	+$980	0.02%	397
2018 Q1	$37K	Sell	455 -75	-14%	-$6.21K	0.02%	399
2017 Q4	$44K	Sell	530 -25	-5%	-$2.08K	0.02%	384
2017 Q3	$47K	Buy	555 +226	+69%	+$17.9K	0.02%	380
2017 Q2	$26K	Hold	329	–	–	0.01%	453
2017 Q1	$24K	Buy	329 +97	+42%	+$6.93K	0.01%	465
2016 Q4	$16K	Buy	+232	New	+$15.6K	0.01%	498

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 $3.38T AUM 44.17% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

YorkBridge Wealth Partners's MRSH Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Marsh (MRSH) in Q3 2019, closing a stake of 861 shares — an estimated $86K sold.

YorkBridge Wealth Partners first reported a position in MRSH in Q4 2016 and held it in 11 quarters. The position peaked at $86K in Q2 2019. 835 funds tracked by Wall St. Rank hold MRSH as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Marsh position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 861 Marsh shares in Q3 2019, an estimated $86K.
YorkBridge Wealth Partners first reported a position in Marsh in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Marsh position peaked at $86K in Q2 2019.
835 funds tracked by Wall St. Rank held Marsh as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.