Alpha Windward’s Mercury Insurance MCY Stock Holding History

Alpha Windward’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
2019 Q2	–	Sell	-284	Closed	-$14K	–	440
2019 Q1	$14K	Hold	284	–	–	0.01%	355
2018 Q4	$15K	Buy	+284	New	+$15.4K	0.01%	346
2017 Q2	–	Sell	-22	Closed	-$1K	–	438
2017 Q1	$1K	Sell	22 -7,860	-100%	-$469K	﹤0.01%	414
2016 Q4	$475K	Buy	+7,882	New	+$448K	0.31%	121
2015 Q2	–	Sell	-504	Closed	-$29K	–	448
2015 Q1	$29K	Sell	504 -8,340	-94%	-$469K	0.02%	349
2014 Q4	$501K	Buy	8,844 +324	+4%	+$17.3K	0.33%	55
2014 Q3	$416K	Buy	+8,520	New	+$421K	0.29%	132

Other funds holding MCY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alpha Windward's MCY Position: Q2 2019 in Review

Alpha Windward sold out of Mercury Insurance (MCY) in Q2 2019, closing a stake of 284 shares — an estimated $14K sold.

Alpha Windward first reported a position in MCY in Q3 2014 and held it in 7 quarters. The position peaked at $501K in Q4 2014. 228 funds tracked by Wall St. Rank hold MCY as of Q2 2019.

Alpha Windward reported no remaining Mercury Insurance position as of Q2 2019 after selling out during the quarter.
Alpha Windward sold 284 Mercury Insurance shares in Q2 2019, an estimated $14K.
Alpha Windward first reported a position in Mercury Insurance in Q3 2014 and held it in 7 quarters.
Alpha Windward's Mercury Insurance position peaked at $501K in Q4 2014.
228 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2019.

Based on Alpha Windward's 13F filing for Q2 2019, filed 30 Jul 2019.