GWS
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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 $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return