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Bruderman Asset Management’s Mercury Insurance MCY Stock Holding History

Bruderman Asset 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
2015
Q2 		– Sell
-240
Closed -$14K – 444
2015
Q1 		$14K Buy
+240
New +$13.5K 0.01% 317

Other funds holding MCY

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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

Bruderman Asset Management's MCY Position: Q2 2015 in Review

Bruderman Asset Management sold out of Mercury Insurance (MCY) in Q2 2015, closing a stake of 240 shares — an estimated $14K sold.

Bruderman Asset Management first reported a position in MCY in Q1 2015 and held it in 1 quarter. The position peaked at $14K in Q1 2015. 180 funds tracked by Wall St. Rank hold MCY as of Q2 2015.

  • Bruderman Asset Management reported no remaining Mercury Insurance position as of Q2 2015 after selling out during the quarter.
  • Bruderman Asset Management sold 240 Mercury Insurance shares in Q2 2015, an estimated $14K.
  • Bruderman Asset Management first reported a position in Mercury Insurance in Q1 2015 and held it in 1 quarter.
  • Bruderman Asset Management's Mercury Insurance position peaked at $14K in Q1 2015.
  • 180 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2015.

Based on Bruderman Asset Management's 13F filing for Q2 2015, filed 13 Aug 2015.