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Clifford Swan Investment Counsel’s Mercury Insurance MCY Stock Holding History

Clifford Swan Investment Counsel’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
2019
Q4 		– Sell
-3,600
Closed -$201K – 325
2019
Q3 		$201K Sell
3,600
-200
-5% -$11.4K 0.01% 299
2019
Q2 		$238K Sell
3,800
-1,600
-30% -$89.3K 0.01% 289
2019
Q1 		$270K Sell
5,400
-1,950
-27% -$101K 0.01% 267
2018
Q4 		$380K Sell
7,350
-100
-1% -$5.44K 0.02% 225
2018
Q3 		$374K Sell
7,450
-4,575
-38% -$228K 0.02% 240
2018
Q2 		$548K Sell
12,025
-1,480
-11% -$69.7K 0.03% 200
2018
Q1 		$619K Sell
13,505
-550
-4% -$26.2K 0.04% 190
2017
Q4 		$751K Sell
14,055
-875
-6% -$48.1K 0.04% 178
2017
Q3 		$846K Hold
14,930
– – 0.05% 168
2017
Q2 		$806K Hold
14,930
– – 0.05% 174
2017
Q1 		$911K Sell
14,930
-250
-2% -$14.9K 0.06% 157
2016
Q4 		$914K Buy
15,180
+375
+3% +$21.3K 0.06% 153
2016
Q3 		$812K Buy
14,805
+1,725
+13% +$93.2K 0.05% 157
2016
Q2 		$695K Sell
13,080
-37,546
-74% -$1.98M 0.05% 160
2016
Q1 		$2.81M Sell
50,626
-26,578
-34% -$1.32M 0.19% 101
2015
Q4 		$3.6M Sell
77,204
-20,560
-21% -$1.04M 0.25% 92
2015
Q3 		$4.94M Buy
97,764
+31,320
+47% +$1.68M 0.35% 74
2015
Q2 		$3.7M Buy
66,444
+10,829
+19% +$610K 0.25% 90
2015
Q1 		$3.21M Buy
55,615
+9,940
+22% +$559K 0.21% 99
2014
Q4 		$2.59M Sell
45,675
-3,050
-6% -$163K 0.17% 102
2014
Q3 		$2.38M Sell
48,725
-825
-2% -$40.7K 0.16% 103
2014
Q2 		$2.33M Buy
49,550
+7,500
+18% +$352K 0.16% 103
2014
Q1 		$1.9M Buy
+42,050
New +$1.92M 0.13% 106

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Clifford Swan Investment Counsel's MCY Position: Q4 2019 in Review

Clifford Swan Investment Counsel sold out of Mercury Insurance (MCY) in Q4 2019, closing a stake of 3,600 shares — an estimated $201K sold.

Clifford Swan Investment Counsel first reported a position in MCY in Q1 2014 and held it in 23 quarters. The position peaked at $4.94M in Q3 2015. 228 funds tracked by Wall St. Rank hold MCY as of Q4 2019.

  • Clifford Swan Investment Counsel reported no remaining Mercury Insurance position as of Q4 2019 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 3,600 Mercury Insurance shares in Q4 2019, an estimated $201K.
  • Clifford Swan Investment Counsel first reported a position in Mercury Insurance in Q1 2014 and held it in 23 quarters.
  • Clifford Swan Investment Counsel's Mercury Insurance position peaked at $4.94M in Q3 2015.
  • 228 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2019.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2019, filed 30 Jan 2020.