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KMS Financial Services’s Mercury Insurance MCY Stock Holding History

KMS Financial Services’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
2014
Q3 		– Sell
-5,155
Closed -$243K – 560
2014
Q2 		$243K Buy
5,155
+7
+0.1% +$329 0.03% 436
2014
Q1 		$232K Buy
5,148
+229
+5% +$10.5K 0.04% 445
2013
Q4 		$245K Buy
4,919
+456
+10% +$22.1K 0.04% 419
2013
Q3 		$216K Buy
+4,463
New +$202K 0.05% 376

Other funds holding MCY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KMS Financial Services's MCY Position: Q3 2014 in Review

KMS Financial Services sold out of Mercury Insurance (MCY) in Q3 2014, closing a stake of 5,155 shares — an estimated $243K sold.

KMS Financial Services first reported a position in MCY in Q3 2013 and held it in 4 quarters. The position peaked at $245K in Q4 2013. 185 funds tracked by Wall St. Rank hold MCY as of Q3 2014.

  • KMS Financial Services reported no remaining Mercury Insurance position as of Q3 2014 after selling out during the quarter.
  • KMS Financial Services sold 5,155 Mercury Insurance shares in Q3 2014, an estimated $243K.
  • KMS Financial Services first reported a position in Mercury Insurance in Q3 2013 and held it in 4 quarters.
  • KMS Financial Services's Mercury Insurance position peaked at $245K in Q4 2013.
  • 185 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.