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Loring Wolcott & Coolidge Fiduciary Advisors’s Mercury Insurance MCY Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q4 		– Sell
-80
Closed -$4K – 695
2019
Q3 		$4K Buy
+80
New +$4.58K ﹤0.01% 614

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MCY Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Mercury Insurance (MCY) in Q4 2019, closing a stake of 80 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MCY in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 228 funds tracked by Wall St. Rank hold MCY as of Q4 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Mercury Insurance position as of Q4 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 80 Mercury Insurance shares in Q4 2019, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Mercury Insurance in Q3 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Mercury Insurance position peaked at $4K in Q3 2019.
  • 228 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.