FineMark National Bank & Trust’s Mercury Insurance MCY Stock Holding History

FineMark National Bank & Trust’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	–	Sell	-200	Closed	-$12K	–	735
2016 Q4	$12K	Hold	200	–	–	﹤0.01%	922
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	925
2016 Q2	$11K	Hold	200	–	–	﹤0.01%	932
2016 Q1	$11K	Hold	200	–	–	﹤0.01%	894
2015 Q4	$9K	Hold	200	–	–	﹤0.01%	958
2015 Q3	$10K	Hold	200	–	–	﹤0.01%	969
2015 Q2	$11K	Hold	200	–	–	﹤0.01%	983
2015 Q1	$12K	Sell	200 -200	-50%	-$11.2K	﹤0.01%	963
2014 Q4	$23K	Buy	400 +200	+100%	+$10.7K	﹤0.01%	877
2014 Q3	$10K	Hold	200	–	–	﹤0.01%	1020
2014 Q2	$9K	Hold	200	–	–	﹤0.01%	1054
2014 Q1	$9K	Hold	200	–	–	﹤0.01%	1066
2013 Q4	$10K	Hold	200	–	–	﹤0.01%	1019
2013 Q3	$10K	Buy	+200	New	+$9.03K	﹤0.01%	977

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FineMark National Bank & Trust's MCY Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Mercury Insurance (MCY) in Q1 2017, closing a stake of 200 shares — an estimated $12K sold.

FineMark National Bank & Trust first reported a position in MCY in Q3 2013 and held it in 14 quarters. The position peaked at $23K in Q4 2014. 194 funds tracked by Wall St. Rank hold MCY as of Q1 2017.

FineMark National Bank & Trust reported no remaining Mercury Insurance position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 200 Mercury Insurance shares in Q1 2017, an estimated $12K.
FineMark National Bank & Trust first reported a position in Mercury Insurance in Q3 2013 and held it in 14 quarters.
FineMark National Bank & Trust's Mercury Insurance position peaked at $23K in Q4 2014.
194 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.