Kernodle & Katon Asset Management Group’s Mercury Insurance MCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$1.6M Buy
26,238
+453
+2% +$27.1K 0.96% 27
2016
Q4
$1.55M Buy
+25,785
New +$1.47M 0.93% 31

Other funds holding MCY

Kernodle & Katon Asset Management Group's MCY Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group increased its Mercury Insurance (MCY) stake by 1.8% in Q1 2017, buying an estimated $27.1K and bringing the position to 26,238 shares worth $1.6M. The position accounts for 0.96% of the portfolio, ranked #27.

Kernodle & Katon Asset Management Group first reported a position in MCY in Q4 2016 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold MCY as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 26,238 shares of Mercury Insurance worth $1.6M as of Q1 2017.
  • Kernodle & Katon Asset Management Group bought 453 Mercury Insurance shares in Q1 2017, an estimated $27.1K.
  • Mercury Insurance made up 0.96% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #27 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Mercury Insurance in Q4 2016 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.