CTFG
MCY icon

Capstone Triton Financial Group’s Mercury Insurance MCY Stock Holding History

Capstone Triton 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
2021
Q1 		– Sell
-390
Closed -$20K – 237
2020
Q4 		$20K Buy
+390
New +$17.4K 0.01% 283

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

Capstone Triton Financial Group's MCY Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Mercury Insurance (MCY) in Q1 2021, closing a stake of 390 shares — an estimated $20K sold.

Capstone Triton Financial Group first reported a position in MCY in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 270 funds tracked by Wall St. Rank hold MCY as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Mercury Insurance position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 390 Mercury Insurance shares in Q1 2021, an estimated $20K.
  • Capstone Triton Financial Group first reported a position in Mercury Insurance in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Mercury Insurance position peaked at $20K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.