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Meridian Wealth Advisors’s Mercury Insurance MCY Stock Holding History

Meridian Wealth 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
Q1 		– Sell
-1,325
Closed -$69K – 291
2018
Q4 		$69K Buy
+1,325
New +$72K 0.05% 208

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Meridian Wealth Advisors's MCY Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Mercury Insurance (MCY) in Q1 2019, closing a stake of 1,325 shares — an estimated $69K sold.

Meridian Wealth Advisors first reported a position in MCY in Q4 2018 and held it in 1 quarter. The position peaked at $69K in Q4 2018. 230 funds tracked by Wall St. Rank hold MCY as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Mercury Insurance position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 1,325 Mercury Insurance shares in Q1 2019, an estimated $69K.
  • Meridian Wealth Advisors first reported a position in Mercury Insurance in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Mercury Insurance position peaked at $69K in Q4 2018.
  • 230 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.