AIM
MCY icon

Assured Investment Management’s Mercury Insurance MCY Stock Holding History

Assured Investment 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
2018
Q4 		– Sell
-2,671
Closed -$134K – 1249
2018
Q3 		$134K Buy
+2,671
New +$133K ﹤0.01% 1007

Other funds holding MCY

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Assured Investment Management's MCY Position: Q4 2018 in Review

Assured Investment Management sold out of Mercury Insurance (MCY) in Q4 2018, closing a stake of 2,671 shares — an estimated $134K sold.

Assured Investment Management first reported a position in MCY in Q3 2018 and held it in 1 quarter. The position peaked at $134K in Q3 2018. 236 funds tracked by Wall St. Rank hold MCY as of Q4 2018.

  • Assured Investment Management reported no remaining Mercury Insurance position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 2,671 Mercury Insurance shares in Q4 2018, an estimated $134K.
  • Assured Investment Management first reported a position in Mercury Insurance in Q3 2018 and held it in 1 quarter.
  • Assured Investment Management's Mercury Insurance position peaked at $134K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.