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Commonwealth Financial Services’s Mercury Insurance MCY Stock Holding History

Commonwealth Financial Services’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
Q1 		$87K Sell
1,486
-1,861
-56% -$111K 0.09% 80
2016
Q4 		$203K Buy
+3,347
New +$190K 0.2% 54

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Financial Services's MCY Position: Q1 2017 in Review

Commonwealth Financial Services reduced its Mercury Insurance (MCY) stake by 56% in Q1 2017, selling an estimated $111K and leaving 1,486 shares worth $87K. The position accounts for 0.09% of the portfolio, ranked #80.

Commonwealth Financial Services first reported a position in MCY in Q4 2016 and has held it in 2 quarters since. The position peaked at $203K in Q4 2016. 194 funds tracked by Wall St. Rank hold MCY as of Q1 2017.

  • Commonwealth Financial Services held 1,486 shares of Mercury Insurance worth $87K as of Q1 2017.
  • Commonwealth Financial Services sold 1,861 Mercury Insurance shares in Q1 2017, an estimated $111K.
  • Mercury Insurance made up 0.09% of Commonwealth Financial Services's portfolio in Q1 2017, its #80 holding.
  • Commonwealth Financial Services first reported a position in Mercury Insurance in Q4 2016 and has held it in 2 quarters since.
  • Commonwealth Financial Services's Mercury Insurance position peaked at $203K in Q4 2016.
  • 194 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.