Beaumont Financial Advisors’s Mercury Systems MRCY Stock Holding History

Beaumont Financial Advisors’s Portfolio MRCY Stock Details MRCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,000	Closed	-$228K	–	238
2018 Q2	$228K	Hold	6,000	–	–	0.02%	188
2018 Q1	$290K	Hold	6,000	–	–	0.03%	173
2017 Q4	$308K	Hold	6,000	–	–	0.04%	147
2017 Q3	$311K	Hold	6,000	–	–	0.04%	144
2017 Q2	$253K	Hold	6,000	–	–	0.03%	160
2017 Q1	$234K	Buy	+6,000	New	+$213K	0.03%	165
2016 Q3	–	Sell	-12,000	Closed	-$298K	–	151
2016 Q2	$298K	Sell	12,000 -14,957	-55%	-$322K	0.05%	115
2016 Q1	$419K	Buy	26,957 +2,957	+12%	+$51.7K	0.07%	97
2015 Q4	$441K	Sell	24,000 -2,957	-11%	-$53.6K	0.07%	80
2015 Q3	$395K	Hold	26,957	–	–	0.06%	97
2015 Q2	$395K	Hold	26,957	–	–	0.06%	97
2015 Q1	$419K	Sell	26,957 -5,476	-17%	-$86.4K	0.01%	115
2014 Q4	$451K	Sell	32,433 -4,500	-12%	-$57.7K	0.02%	112
2014 Q3	$407K	Sell	36,933 -2,270	-6%	-$25.5K	0.03%	124
2014 Q2	$445K	Sell	39,203 -3,000	-7%	-$37.5K	0.03%	127
2014 Q1	$558K	Sell	42,203 -3,000	-7%	-$34.1K	0.05%	98
2013 Q4	$495K	Buy	45,203 +5,163	+13%	+$51.6K	0.04%	110
2013 Q3	$400K	Hold	40,040	–	–	0.04%	114
2013 Q2	$369K	Buy	+40,040	New	+$346K	0.03%	121

Other funds holding MRCY

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Beaumont Financial Advisors's MRCY Position: Q3 2018 in Review

Beaumont Financial Advisors sold out of Mercury Systems (MRCY) in Q3 2018, closing a stake of 6,000 shares — an estimated $228K sold.

Beaumont Financial Advisors first reported a position in MRCY in Q2 2013 and held it in 19 quarters. The position peaked at $558K in Q1 2014. 214 funds tracked by Wall St. Rank hold MRCY as of Q3 2018.

Beaumont Financial Advisors reported no remaining Mercury Systems position as of Q3 2018 after selling out during the quarter.
Beaumont Financial Advisors sold 6,000 Mercury Systems shares in Q3 2018, an estimated $228K.
Beaumont Financial Advisors first reported a position in Mercury Systems in Q2 2013 and held it in 19 quarters.
Beaumont Financial Advisors's Mercury Systems position peaked at $558K in Q1 2014.
214 funds tracked by Wall St. Rank held Mercury Systems as of Q3 2018.

Based on Beaumont Financial Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.