Kanaly Trust’s Mercury Insurance MCY Stock Holding History

Kanaly Trust’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 Q2	–	Sell	-62	Closed	-$3K	–	930
2016 Q1	$3K	Buy	+62	New	+$3.09K	﹤0.01%	717

Other funds holding MCY

BFA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Norges Bank Oslo, Norway $1T AUM

BIT

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

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

Kanaly Trust's MCY Position: Q2 2016 in Review

Kanaly Trust sold out of Mercury Insurance (MCY) in Q2 2016, closing a stake of 62 shares — an estimated $3K sold.

Kanaly Trust first reported a position in MCY in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 185 funds tracked by Wall St. Rank hold MCY as of Q2 2016.

Kanaly Trust reported no remaining Mercury Insurance position as of Q2 2016 after selling out during the quarter.
Kanaly Trust sold 62 Mercury Insurance shares in Q2 2016, an estimated $3K.
Kanaly Trust first reported a position in Mercury Insurance in Q1 2016 and held it in 1 quarter.
Kanaly Trust's Mercury Insurance position peaked at $3K in Q1 2016.
185 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2016.

Based on Kanaly Trust's 13F filing for Q2 2016, filed 21 Jul 2016.