Capstone Asset Management’s Mercury Insurance MCY Stock Holding History

Capstone 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
2017 Q2	$272K	Buy	5,046 +230	+5%	+$13K	0.01%	1329
2017 Q1	$294K	Buy	4,816 +370	+8%	+$22.1K	0.01%	1302
2016 Q4	$268K	Buy	+4,446	New	+$253K	0.01%	1391
2015 Q4	–	Sell	-4,766	Closed	-$241K	–	1619
2015 Q3	$241K	Buy	4,766 +300	+7%	+$16.1K	0.01%	1370
2015 Q2	$249K	Buy	4,466 +260	+6%	+$14.6K	0.01%	1407
2015 Q1	$243K	Buy	4,206 +180	+4%	+$10.1K	0.01%	1491
2014 Q4	$228K	Buy	+4,026	New	+$216K	0.01%	1517
2014 Q1	–	Sell	-4,376	Closed	-$218K	–	1789
2013 Q4	$218K	Buy	+4,376	New	+$212K	0.01%	1731

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Capstone Asset Management's MCY Position: Q2 2017 in Review

Capstone Asset Management increased its Mercury Insurance (MCY) stake by 4.8% in Q2 2017, buying an estimated $13K and bringing the position to 5,046 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #1329.

Capstone Asset Management first reported a position in MCY in Q4 2013 and has held it in 8 quarters since. The position peaked at $294K in Q1 2017. 177 funds tracked by Wall St. Rank hold MCY as of Q2 2017.

Capstone Asset Management held 5,046 shares of Mercury Insurance worth $272K as of Q2 2017.
Capstone Asset Management bought 230 Mercury Insurance shares in Q2 2017, an estimated $13K.
Mercury Insurance made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1329 holding.
Capstone Asset Management first reported a position in Mercury Insurance in Q4 2013 and has held it in 8 quarters since.
Capstone Asset Management's Mercury Insurance position peaked at $294K in Q1 2017.
177 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.