Independent Portfolio Consultants’s Mercury Insurance MCY Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$38K	Sell	710 -785	-53%	-$44.5K	0.02%	550
2017 Q1	$91K	Sell	1,495 -250	-14%	-$14.9K	0.03%	465
2016 Q4	$105K	Buy	1,745 +435	+33%	+$24.7K	0.03%	435
2016 Q3	$72K	Buy	1,310 +550	+72%	+$29.7K	0.02%	486
2016 Q2	$40K	Sell	760 -280	-27%	-$14.7K	0.01%	573
2016 Q1	$58K	Buy	1,040 +590	+131%	+$29.4K	0.02%	556
2015 Q4	$21K	Sell	450 -275	-38%	-$13.9K	0.01%	674
2015 Q3	$37K	Buy	725 +285	+65%	+$15.3K	0.01%	626
2015 Q2	$24K	Buy	+440	New	+$24.8K	﹤0.01%	697

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Independent Portfolio Consultants's MCY Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Mercury Insurance (MCY) stake by 53% in Q2 2017, selling an estimated $44.5K and leaving 710 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #550.

Independent Portfolio Consultants first reported a position in MCY in Q2 2015 and has held it in 9 quarters since. The position peaked at $105K in Q4 2016. 177 funds tracked by Wall St. Rank hold MCY as of Q2 2017.

Independent Portfolio Consultants held 710 shares of Mercury Insurance worth $38K as of Q2 2017.
Independent Portfolio Consultants sold 785 Mercury Insurance shares in Q2 2017, an estimated $44.5K.
Mercury Insurance made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #550 holding.
Independent Portfolio Consultants first reported a position in Mercury Insurance in Q2 2015 and has held it in 9 quarters since.
Independent Portfolio Consultants's Mercury Insurance position peaked at $105K in Q4 2016.
177 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.