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MSI Financial Services’s Mercury Insurance MCY Stock Holding History

MSI 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
2016
Q4 		$10K Buy
160
+1
+0.6% +$57 ﹤0.01% 2798
2016
Q3 		$9K Buy
159
+114
+253% +$6.16K ﹤0.01% 2846
2016
Q2 		$2K Hold
45
– – ﹤0.01% 3522
2016
Q1 		$2K Buy
+45
New +$2.24K ﹤0.01% 3550
2015
Q3 		– Sell
-32
Closed -$2K – 3283
2015
Q2 		$2K Hold
32
– – ﹤0.01% 2768
2015
Q1 		$2K Buy
+32
New +$1.8K ﹤0.01% 2744

Other funds holding MCY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MSI Financial Services's MCY Position: Q4 2016 in Review

MSI Financial Services increased its Mercury Insurance (MCY) stake by 0.63% in Q4 2016, buying an estimated $57 and bringing the position to 160 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

MSI Financial Services first reported a position in MCY in Q1 2015 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold MCY as of Q4 2016.

  • MSI Financial Services held 160 shares of Mercury Insurance worth $10K as of Q4 2016.
  • MSI Financial Services bought 1 Mercury Insurance share in Q4 2016, an estimated $57.
  • Mercury Insurance made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2798 holding.
  • MSI Financial Services first reported a position in Mercury Insurance in Q1 2015 and has held it in 6 quarters since.
  • 210 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.