AWM
MCY icon

AE Wealth Management’s Mercury Insurance MCY Stock Holding History

AE Wealth Management’s Portfolio MCY Stock Details MCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,309
Closed -$240K – 1747
2021
Q3 		$240K Buy
4,309
+117
+3% +$6.99K ﹤0.01% 1456
2021
Q2 		$272K Buy
4,192
+40
+1% +$2.54K ﹤0.01% 1385
2021
Q1 		$252K Buy
4,152
+42
+1% +$2.4K ﹤0.01% 1317
2020
Q4 		$215K Buy
+4,110
New +$184K ﹤0.01% 1261
2019
Q4 		– Sell
-4,000
Closed -$224K – 1161
2019
Q3 		$224K Hold
4,000
– – 0.01% 891
2019
Q2 		$250K Hold
4,000
– – 0.01% 820
2019
Q1 		$200K Hold
4,000
– – 0.01% 597
2018
Q4 		$207K Hold
4,000
– – 0.04% 436
2018
Q3 		$201K Buy
+4,000
New +$199K 0.01% 563

Other funds holding MCY

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return