JOYN Advisors’s Mercury Insurance MCY Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-238	Closed	-$12K	–	868
2018 Q4	$12K	Sell	238 -13	-5%	-$707	﹤0.01%	893
2018 Q3	$13K	Buy	251 +45	+22%	+$2.24K	﹤0.01%	844
2018 Q2	$9K	Buy	206 +176	+587%	+$8.29K	﹤0.01%	945
2018 Q1	$1K	Buy	+30	New	+$1.43K	﹤0.01%	1194

Other funds holding MCY

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

JOYN Advisors's MCY Position: Q1 2019 in Review

JOYN Advisors sold out of Mercury Insurance (MCY) in Q1 2019, closing a stake of 238 shares — an estimated $12K sold.

JOYN Advisors first reported a position in MCY in Q1 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 230 funds tracked by Wall St. Rank hold MCY as of Q1 2019.

JOYN Advisors reported no remaining Mercury Insurance position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 238 Mercury Insurance shares in Q1 2019, an estimated $12K.
JOYN Advisors first reported a position in Mercury Insurance in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Mercury Insurance position peaked at $13K in Q3 2018.
230 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.