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Doyle Wealth Management’s Mercury Insurance MCY Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-103
Closed -$6K – 523
2019
Q2 		$6K Buy
+103
New +$5.75K ﹤0.01% 711
2019
Q1 		– Sell
-103
Closed -$5K – 508
2018
Q4 		$5K Buy
+103
New +$5.6K ﹤0.01% 719

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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Doyle Wealth Management's MCY Position: Q3 2019 in Review

Doyle Wealth Management sold out of Mercury Insurance (MCY) in Q3 2019, closing a stake of 103 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in MCY in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 224 funds tracked by Wall St. Rank hold MCY as of Q3 2019.

  • Doyle Wealth Management reported no remaining Mercury Insurance position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 103 Mercury Insurance shares in Q3 2019, an estimated $6K.
  • Doyle Wealth Management first reported a position in Mercury Insurance in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Mercury Insurance position peaked at $6K in Q2 2019.
  • 224 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.