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IBM Retirement Fund’s Mercury Insurance MCY Stock Holding History

IBM Retirement Fund’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
2016
Q3 		– Sell
-4,010
Closed -$213K – 958
2016
Q2 		$213K Buy
+4,010
New +$211K 0.01% 949
2016
Q1 		– Sell
-6,254
Closed -$291K – 993
2015
Q4 		$291K Buy
+6,254
New +$317K 0.01% 1081
2015
Q3 		– Sell
-6,282
Closed -$350K – 970
2015
Q2 		$350K Sell
6,282
-78
-1% -$4.39K 0.01% 1015
2015
Q1 		$367K Sell
6,360
-46
-0.7% -$2.58K 0.01% 993
2014
Q4 		$363K Buy
6,406
+634
+11% +$33.9K 0.01% 1000
2014
Q3 		$282K Sell
5,772
-763
-12% -$37.7K 0.01% 1010
2014
Q2 		$310K Sell
6,535
-195
-3% -$9.16K 0.01% 1010
2014
Q1 		$307K Sell
6,730
-4,158
-38% -$190K 0.01% 993
2013
Q4 		$542K Sell
10,888
-216
-2% -$10.5K 0.01% 980
2013
Q3 		$536K Sell
11,104
-1,374
-11% -$62.1K 0.01% 982
2013
Q2 		$549K Buy
+12,478
New +$536K 0.01% 989

Other funds holding MCY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

IBM Retirement Fund's MCY Position: Q3 2016 in Review

IBM Retirement Fund sold out of Mercury Insurance (MCY) in Q3 2016, closing a stake of 4,010 shares — an estimated $213K sold.

IBM Retirement Fund first reported a position in MCY in Q2 2013 and held it in 11 quarters. The position peaked at $549K in Q2 2013. 192 funds tracked by Wall St. Rank hold MCY as of Q3 2016.

  • IBM Retirement Fund reported no remaining Mercury Insurance position as of Q3 2016 after selling out during the quarter.
  • IBM Retirement Fund sold 4,010 Mercury Insurance shares in Q3 2016, an estimated $213K.
  • IBM Retirement Fund first reported a position in Mercury Insurance in Q2 2013 and held it in 11 quarters.
  • IBM Retirement Fund's Mercury Insurance position peaked at $549K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2016.

Based on IBM Retirement Fund's 13F filing for Q3 2016, filed 26 Oct 2016.