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Apriem Advisors’s Mercury Insurance MCY Stock Holding History

Apriem Advisors’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
2015
Q2 		– Sell
-315
Closed -$18K – 663
2015
Q1 		$18K Buy
+315
New +$17.7K 0.01% 339

Other funds holding MCY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Apriem Advisors's MCY Position: Q2 2015 in Review

Apriem Advisors sold out of Mercury Insurance (MCY) in Q2 2015, closing a stake of 315 shares — an estimated $18K sold.

Apriem Advisors first reported a position in MCY in Q1 2015 and held it in 1 quarter. The position peaked at $18K in Q1 2015. 180 funds tracked by Wall St. Rank hold MCY as of Q2 2015.

  • Apriem Advisors reported no remaining Mercury Insurance position as of Q2 2015 after selling out during the quarter.
  • Apriem Advisors sold 315 Mercury Insurance shares in Q2 2015, an estimated $18K.
  • Apriem Advisors first reported a position in Mercury Insurance in Q1 2015 and held it in 1 quarter.
  • Apriem Advisors's Mercury Insurance position peaked at $18K in Q1 2015.
  • 180 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.