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Capstone Financial Group’s Mercury Insurance MCY Stock Holding History

Capstone Financial Group’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
2020
Q3 		$63K Sell
1,523
-1,776
-54% -$76.3K 0.05% 120
2020
Q2 		$130K Buy
+3,299
New +$132K 0.11% 88

Other funds holding MCY

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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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return

Capstone Financial Group's MCY Position: Q3 2020 in Review

Capstone Financial Group reduced its Mercury Insurance (MCY) stake by 54% in Q3 2020, selling an estimated $76.3K and leaving 1,523 shares worth $63K. The position accounts for 0.05% of the portfolio, ranked #120.

Capstone Financial Group first reported a position in MCY in Q2 2020 and has held it in 2 quarters since. The position peaked at $130K in Q2 2020. 226 funds tracked by Wall St. Rank hold MCY as of Q3 2020.

  • Capstone Financial Group held 1,523 shares of Mercury Insurance worth $63K as of Q3 2020.
  • Capstone Financial Group sold 1,776 Mercury Insurance shares in Q3 2020, an estimated $76.3K.
  • Mercury Insurance made up 0.05% of Capstone Financial Group's portfolio in Q3 2020, its #120 holding.
  • Capstone Financial Group first reported a position in Mercury Insurance in Q2 2020 and has held it in 2 quarters since.
  • Capstone Financial Group's Mercury Insurance position peaked at $130K in Q2 2020.
  • 226 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.