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Brookstone Capital Management’s Mercury Insurance MCY Stock Holding History

Brookstone Capital 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
2021
Q3 		– Sell
-3,242
Closed -$207K – 764
2021
Q2 		$207K Buy
+3,242
New +$205K ﹤0.01% 677
2018
Q2 		– Sell
-8,700
Closed -$399K – 397
2018
Q1 		$399K Buy
8,700
+2,158
+33% +$103K 0.04% 235
2017
Q4 		$350K Buy
6,542
+725
+12% +$39.9K 0.03% 246
2017
Q3 		$330K Buy
5,817
+904
+18% +$51.2K 0.03% 251
2017
Q2 		$265K Buy
+4,913
New +$279K 0.03% 263
2015
Q3 		– Sell
-45
Closed -$3K – 2066
2015
Q2 		$3K Buy
+45
New +$2.53K ﹤0.01% 1703

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brookstone Capital Management's MCY Position: Q3 2021 in Review

Brookstone Capital Management sold out of Mercury Insurance (MCY) in Q3 2021, closing a stake of 3,242 shares — an estimated $207K sold.

Brookstone Capital Management first reported a position in MCY in Q2 2015 and held it in 6 quarters. The position peaked at $399K in Q1 2018. 244 funds tracked by Wall St. Rank hold MCY as of Q3 2021.

  • Brookstone Capital Management reported no remaining Mercury Insurance position as of Q3 2021 after selling out during the quarter.
  • Brookstone Capital Management sold 3,242 Mercury Insurance shares in Q3 2021, an estimated $207K.
  • Brookstone Capital Management first reported a position in Mercury Insurance in Q2 2015 and held it in 6 quarters.
  • Brookstone Capital Management's Mercury Insurance position peaked at $399K in Q1 2018.
  • 244 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2021.

Based on Brookstone Capital Management's 13F filing for Q3 2021, filed 3 Nov 2021.