GW&K Investment Management’s Mercury Insurance MCY Stock Holding History

GW&K Investment 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 Q2	–	Sell	-225,113	Closed	-$13M	–	227
2015 Q1	$13M	Buy	225,113 +14,327	+7%	+$805K	0.3%	120
2014 Q4	$11.9M	Buy	210,786 +3,420	+2%	+$183K	0.29%	120
2014 Q3	$10.1M	Buy	207,366 +7,018	+4%	+$346K	0.27%	120
2014 Q2	$9.42M	Buy	200,348 +124	+0.1%	+$5.83K	0.24%	128
2014 Q1	$9.03M	Buy	200,224 +3,898	+2%	+$178K	0.24%	129
2013 Q4	$9.76M	Buy	196,326 +4,296	+2%	+$208K	0.27%	121
2013 Q3	$9.28M	Buy	192,030 +12,712	+7%	+$574K	0.28%	113
2013 Q2	$7.88M	Buy	+179,318	New	+$7.71M	0.29%	116

Other funds holding MCY

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CGT

Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

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

GW&K Investment Management's MCY Position: Q2 2015 in Review

GW&K Investment Management sold out of Mercury Insurance (MCY) in Q2 2015, closing a stake of 225,113 shares — an estimated $13M sold.

GW&K Investment Management first reported a position in MCY in Q2 2013 and held it in 8 quarters. The position peaked at $13M in Q1 2015. 180 funds tracked by Wall St. Rank hold MCY as of Q2 2015.

GW&K Investment Management reported no remaining Mercury Insurance position as of Q2 2015 after selling out during the quarter.
GW&K Investment Management sold 225,113 Mercury Insurance shares in Q2 2015, an estimated $13M.
GW&K Investment Management first reported a position in Mercury Insurance in Q2 2013 and held it in 8 quarters.
GW&K Investment Management's Mercury Insurance position peaked at $13M in Q1 2015.
180 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2015.

Based on GW&K Investment Management's 13F filing for Q2 2015, filed 8 Jul 2015.