BPWA
MERC icon

Beacon Pointe Wealth Advisors’s Mercer International MERC Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$369K Hold
30,000
– – 0.07% 191
2019
Q3 		$376K Sell
30,000
-150,080
-83% -$1.9M 0.08% 181
2019
Q2 		$2.79M Hold
180,080
– – 0.59% 36
2019
Q1 		$2.43M Hold
180,080
– – 0.56% 38
2018
Q4 		$1.88M Buy
+180,080
New +$2.5M 0.68% 33

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Beacon Pointe Wealth Advisors's MERC Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its Mercer International (MERC) position steady in Q4 2019 at 30,000 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #191.

Beacon Pointe Wealth Advisors first reported a position in MERC in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.79M in Q2 2019. 134 funds tracked by Wall St. Rank hold MERC as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 30,000 shares of Mercer International worth $369K as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its Mercer International share count unchanged in Q4 2019.
  • Mercer International made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #191 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Mercer International in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Mercer International position peaked at $2.79M in Q2 2019.
  • 134 funds tracked by Wall St. Rank held Mercer International as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.