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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Frontier Investment Management Dallas, Texas $1.61B AUM 1.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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