CWP
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CFM Wealth Partners’s Mercury Insurance MCY Stock Holding History

CFM Wealth Partners’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 		– Sell
-1,375
Closed -$56K – 342
2020
Q2 		$56K Sell
1,375
-133
-9% -$5.34K 0.02% 269
2020
Q1 		$61K Hold
1,508
– – 0.03% 244
2019
Q4 		$73K Buy
+1,508
New +$75.8K 0.03% 241

Other funds holding MCY

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

CFM Wealth Partners's MCY Position: Q3 2020 in Review

CFM Wealth Partners sold out of Mercury Insurance (MCY) in Q3 2020, closing a stake of 1,375 shares — an estimated $56K sold.

CFM Wealth Partners first reported a position in MCY in Q4 2019 and held it in 3 quarters. The position peaked at $73K in Q4 2019. 226 funds tracked by Wall St. Rank hold MCY as of Q3 2020.

  • CFM Wealth Partners reported no remaining Mercury Insurance position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,375 Mercury Insurance shares in Q3 2020, an estimated $56K.
  • CFM Wealth Partners first reported a position in Mercury Insurance in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Mercury Insurance position peaked at $73K in Q4 2019.
  • 226 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.