MWR
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McAdams Wright Ragen’s Mercury Insurance MCY Stock Holding History

McAdams Wright Ragen’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 		$273K Sell
5,600
-18,900
-77% -$933K 0.02% 350
2014
Q2 		$1.15M Buy
+24,500
New +$1.15M 0.06% 179

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

McAdams Wright Ragen's MCY Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Mercury Insurance (MCY) stake by 77% in Q3 2014, selling an estimated $933K and leaving 5,600 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #350.

McAdams Wright Ragen first reported a position in MCY in Q2 2014 and has held it in 2 quarters since. The position peaked at $1.15M in Q2 2014. 185 funds tracked by Wall St. Rank hold MCY as of Q3 2014.

  • McAdams Wright Ragen held 5,600 shares of Mercury Insurance worth $273K as of Q3 2014.
  • McAdams Wright Ragen sold 18,900 Mercury Insurance shares in Q3 2014, an estimated $933K.
  • Mercury Insurance made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #350 holding.
  • McAdams Wright Ragen first reported a position in Mercury Insurance in Q2 2014 and has held it in 2 quarters since.
  • McAdams Wright Ragen's Mercury Insurance position peaked at $1.15M in Q2 2014.
  • 185 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.