Domani Wealth’s Mercury Insurance MCY Stock Holding History

Domani Wealth’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
2016 Q4	–	Sell	-4,122	Closed	-$226K	–	111
2016 Q3	$226K	Sell	4,122 -1,261	-23%	-$68.1K	0.09%	105
2016 Q2	$286K	Sell	5,383 -1,306	-20%	-$68.7K	0.11%	89
2016 Q1	$371K	Sell	6,689 -1,552	-19%	-$77.3K	0.14%	83
2015 Q4	$384K	Buy	8,241 +1,212	+17%	+$61.4K	0.15%	79
2015 Q3	$355K	Sell	7,029 -11	-0.2%	-$589	0.19%	68
2015 Q2	$392K	Buy	7,040 +6,624	+1,592%	+$373K	0.21%	63
2015 Q1	$7.21K	Buy	+416	New	+$23.4K	0.11%	57

Other funds holding MCY

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Domani Wealth's MCY Position: Q4 2016 in Review

Domani Wealth sold out of Mercury Insurance (MCY) in Q4 2016, closing a stake of 4,122 shares — an estimated $226K sold.

Domani Wealth first reported a position in MCY in Q1 2015 and held it in 7 quarters. The position peaked at $392K in Q2 2015. 210 funds tracked by Wall St. Rank hold MCY as of Q4 2016.

Domani Wealth reported no remaining Mercury Insurance position as of Q4 2016 after selling out during the quarter.
Domani Wealth sold 4,122 Mercury Insurance shares in Q4 2016, an estimated $226K.
Domani Wealth first reported a position in Mercury Insurance in Q1 2015 and held it in 7 quarters.
Domani Wealth's Mercury Insurance position peaked at $392K in Q2 2015.
210 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2016.

Based on Domani Wealth's 13F filing for Q4 2016, filed 3 Feb 2017.