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Gupta Wealth Management’s Mercury Insurance MCY Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-573
Closed -$29K – 1315
2015
Q3 		$29K Hold
573
– – 0.01% 587
2015
Q2 		$32K Buy
+573
New +$32.3K 0.01% 597

Other funds holding MCY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Gupta Wealth Management's MCY Position: Q4 2015 in Review

Gupta Wealth Management sold out of Mercury Insurance (MCY) in Q4 2015, closing a stake of 573 shares — an estimated $29K sold.

Gupta Wealth Management first reported a position in MCY in Q2 2015 and held it in 2 quarters. The position peaked at $32K in Q2 2015. 184 funds tracked by Wall St. Rank hold MCY as of Q4 2015.

  • Gupta Wealth Management reported no remaining Mercury Insurance position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 573 Mercury Insurance shares in Q4 2015, an estimated $29K.
  • Gupta Wealth Management first reported a position in Mercury Insurance in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Mercury Insurance position peaked at $32K in Q2 2015.
  • 184 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.