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Dynamic Advisor Solutions’s Mercury Insurance MCY Stock Holding History

Dynamic Advisor Solutions’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
-3,675
Closed -$202K – 228
2016
Q3 		$202K Buy
+3,675
New +$199K 0.08% 220
2016
Q1 		– Sell
-7,550
Closed -$352K – 207
2015
Q4 		$352K Buy
7,550
+2,550
+51% +$129K 0.15% 162
2015
Q3 		$253K Buy
+5,000
New +$268K 0.13% 154

Other funds holding MCY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dynamic Advisor Solutions's MCY Position: Q4 2016 in Review

Dynamic Advisor Solutions sold out of Mercury Insurance (MCY) in Q4 2016, closing a stake of 3,675 shares — an estimated $202K sold.

Dynamic Advisor Solutions first reported a position in MCY in Q3 2015 and held it in 3 quarters. The position peaked at $352K in Q4 2015. 210 funds tracked by Wall St. Rank hold MCY as of Q4 2016.

  • Dynamic Advisor Solutions reported no remaining Mercury Insurance position as of Q4 2016 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,675 Mercury Insurance shares in Q4 2016, an estimated $202K.
  • Dynamic Advisor Solutions first reported a position in Mercury Insurance in Q3 2015 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Mercury Insurance position peaked at $352K in Q4 2015.
  • 210 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2016.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2016, filed 19 Jan 2017.