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Glassman Wealth Services’s Mercury Insurance MCY Stock Holding History

Glassman Wealth 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
2020
Q2 		– Sell
-17
Closed -$1K – 1412
2020
Q1 		$1K Sell
17
-5
-23% -$228 ﹤0.01% 926
2019
Q4 		$1K Hold
22
– – ﹤0.01% 971
2019
Q3 		$1K Hold
22
– – ﹤0.01% 872
2019
Q2 		$1K Hold
22
– – ﹤0.01% 886
2019
Q1 		$1K Buy
22
+17
+340% +$882 ﹤0.01% 842
2018
Q4 		$0 Hold
5
– – ﹤0.01% 889
2018
Q3 		$0 Hold
5
– – ﹤0.01% 892
2018
Q2 		$0 Hold
5
– – ﹤0.01% 888
2018
Q1 		$0 Buy
+5
New +$238 ﹤0.01% 842

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return

Glassman Wealth Services's MCY Position: Q2 2020 in Review

Glassman Wealth Services sold out of Mercury Insurance (MCY) in Q2 2020, closing a stake of 17 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in MCY in Q1 2018 and held it in 9 quarters. The position peaked at $1K in Q1 2020. 211 funds tracked by Wall St. Rank hold MCY as of Q2 2020.

  • Glassman Wealth Services reported no remaining Mercury Insurance position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 17 Mercury Insurance shares in Q2 2020, an estimated $1K.
  • Glassman Wealth Services first reported a position in Mercury Insurance in Q1 2018 and held it in 9 quarters.
  • Glassman Wealth Services's Mercury Insurance position peaked at $1K in Q1 2020.
  • 211 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.