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Cordasco Financial Network’s Mercury Insurance MCY Stock Holding History

Cordasco Financial Network’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
Q4 		– Sell
-500
Closed -$28K – 254
2017
Q3 		$28K Hold
500
– – 0.03% 148
2017
Q2 		$27K Hold
500
– – 0.03% 146
2017
Q1 		$30K Hold
500
– – 0.03% 147
2016
Q4 		$30K Buy
+500
New +$28.4K 0.03% 142

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cordasco Financial Network's MCY Position: Q4 2017 in Review

Cordasco Financial Network sold out of Mercury Insurance (MCY) in Q4 2017, closing a stake of 500 shares — an estimated $28K sold.

Cordasco Financial Network first reported a position in MCY in Q4 2016 and held it in 4 quarters. The position peaked at $30K in Q1 2017. 217 funds tracked by Wall St. Rank hold MCY as of Q4 2017.

  • Cordasco Financial Network reported no remaining Mercury Insurance position as of Q4 2017 after selling out during the quarter.
  • Cordasco Financial Network sold 500 Mercury Insurance shares in Q4 2017, an estimated $28K.
  • Cordasco Financial Network first reported a position in Mercury Insurance in Q4 2016 and held it in 4 quarters.
  • Cordasco Financial Network's Mercury Insurance position peaked at $30K in Q1 2017.
  • 217 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2017.

Based on Cordasco Financial Network's 13F filing for Q4 2017, filed 19 Jan 2018.