OI
MCY icon

Oakbrook Investments’s Mercury Insurance MCY Stock Holding History

Oakbrook Investments’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
2013
Q4 		– Sell
-4,397
Closed -$212K – 619
2013
Q3 		$212K Sell
4,397
-800
-15% -$36.1K 0.01% 564
2013
Q2 		$228K Buy
+5,197
New +$223K 0.01% 601

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 $484B AUM 34.9% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Oakbrook Investments's MCY Position: Q4 2013 in Review

Oakbrook Investments sold out of Mercury Insurance (MCY) in Q4 2013, closing a stake of 4,397 shares — an estimated $212K sold.

Oakbrook Investments first reported a position in MCY in Q2 2013 and held it in 2 quarters. The position peaked at $228K in Q2 2013. 160 funds tracked by Wall St. Rank hold MCY as of Q4 2013.

  • Oakbrook Investments reported no remaining Mercury Insurance position as of Q4 2013 after selling out during the quarter.
  • Oakbrook Investments sold 4,397 Mercury Insurance shares in Q4 2013, an estimated $212K.
  • Oakbrook Investments first reported a position in Mercury Insurance in Q2 2013 and held it in 2 quarters.
  • Oakbrook Investments's Mercury Insurance position peaked at $228K in Q2 2013.
  • 160 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2013.

Based on Oakbrook Investments's 13F filing for Q4 2013, filed 23 Jan 2014.