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James Investment Research’s Mercer International MERC Stock Holding History

James Investment Research’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-79,815
Closed -$982K – 514
2019
Q4 		$982K Buy
79,815
+165
+0.2% +$2.01K 0.07% 182
2019
Q3 		$999K Buy
79,650
+2,490
+3% +$31.4K 0.07% 183
2019
Q2 		$1.19M Buy
77,160
+11,265
+17% +$169K 0.09% 160
2019
Q1 		$890K Sell
65,895
-26,925
-29% -$370K 0.06% 230
2018
Q4 		$969K Sell
92,820
-177,023
-66% -$2.46M 0.06% 391
2018
Q3 		$4.53M Buy
269,843
+129,623
+92% +$2.26M 0.19% 110
2018
Q2 		$2.45M Buy
140,220
+60
+0% +$903 0.09% 228
2018
Q1 		$1.75M Buy
140,160
+890
+0.6% +$12K 0.07% 395
2017
Q4 		$1.99M Buy
+139,270
New +$1.91M 0.07% 282

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

James Investment Research's MERC Position: Q1 2020 in Review

James Investment Research sold out of Mercer International (MERC) in Q1 2020, closing a stake of 79,815 shares — an estimated $982K sold.

James Investment Research first reported a position in MERC in Q4 2017 and held it in 9 quarters. The position peaked at $4.53M in Q3 2018. 114 funds tracked by Wall St. Rank hold MERC as of Q1 2020.

  • James Investment Research reported no remaining Mercer International position as of Q1 2020 after selling out during the quarter.
  • James Investment Research sold 79,815 Mercer International shares in Q1 2020, an estimated $982K.
  • James Investment Research first reported a position in Mercer International in Q4 2017 and held it in 9 quarters.
  • James Investment Research's Mercer International position peaked at $4.53M in Q3 2018.
  • 114 funds tracked by Wall St. Rank held Mercer International as of Q1 2020.

Based on James Investment Research's 13F filing for Q1 2020, filed 22 Apr 2020.