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Gary Goldberg Planning Services’s Mercury Insurance MCY Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$54K Sell
946
-213
-18% -$11.4K 0.02% 204
2014
Q3 		$57K Sell
1,159
-10
-0.9% -$494 0.02% 201
2014
Q2 		$55K Sell
1,169
-1,493
-56% -$70.1K 0.02% 210
2014
Q1 		$120K Buy
2,662
+1,261
+90% +$57.6K 0.06% 139
2013
Q4 		$70K Buy
1,401
+7
+0.5% +$339 0.04% 171
2013
Q3 		$67K Buy
1,394
+210
+18% +$9.48K 0.04% 163
2013
Q2 		$52K Buy
+1,184
New +$50.9K 0.03% 184

Other funds holding MCY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's MCY Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Mercury Insurance (MCY) stake by 18% in Q4 2014, selling an estimated $11.4K and leaving 946 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #204.

Gary Goldberg Planning Services first reported a position in MCY in Q2 2013 and has held it in 7 quarters since. The position peaked at $120K in Q1 2014. 188 funds tracked by Wall St. Rank hold MCY as of Q4 2014.

  • Gary Goldberg Planning Services held 946 shares of Mercury Insurance worth $54K as of Q4 2014.
  • Gary Goldberg Planning Services sold 213 Mercury Insurance shares in Q4 2014, an estimated $11.4K.
  • Mercury Insurance made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #204 holding.
  • Gary Goldberg Planning Services first reported a position in Mercury Insurance in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Mercury Insurance position peaked at $120K in Q1 2014.
  • 188 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.