MWPCG
MERC icon

Measured Wealth Private Client Group’s Mercer International MERC Stock Holding History

Measured Wealth Private Client Group’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-29,554
Closed -$214K – 132
2020
Q1 		$214K Buy
+29,554
New +$296K 0.17% 79

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's MERC Position: Q2 2020 in Review

Measured Wealth Private Client Group sold out of Mercer International (MERC) in Q2 2020, closing a stake of 29,554 shares — an estimated $214K sold.

Measured Wealth Private Client Group first reported a position in MERC in Q1 2020 and held it in 1 quarter. The position peaked at $214K in Q1 2020. 108 funds tracked by Wall St. Rank hold MERC as of Q2 2020.

  • Measured Wealth Private Client Group reported no remaining Mercer International position as of Q2 2020 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 29,554 Mercer International shares in Q2 2020, an estimated $214K.
  • Measured Wealth Private Client Group first reported a position in Mercer International in Q1 2020 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Mercer International position peaked at $214K in Q1 2020.
  • 108 funds tracked by Wall St. Rank held Mercer International as of Q2 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2020, filed 3 Aug 2020.