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Omnia Family Wealth’s Mercury Insurance MCY Stock Holding History

Omnia Family Wealth’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
2017
Q1 		– Sell
-34
Closed -$2K – 751
2016
Q4 		$2K Buy
+34
New +$1.93K ﹤0.01% 603

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Omnia Family Wealth's MCY Position: Q1 2017 in Review

Omnia Family Wealth sold out of Mercury Insurance (MCY) in Q1 2017, closing a stake of 34 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in MCY in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 194 funds tracked by Wall St. Rank hold MCY as of Q1 2017.

  • Omnia Family Wealth reported no remaining Mercury Insurance position as of Q1 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 34 Mercury Insurance shares in Q1 2017, an estimated $2K.
  • Omnia Family Wealth first reported a position in Mercury Insurance in Q4 2016 and held it in 1 quarter.
  • Omnia Family Wealth's Mercury Insurance position peaked at $2K in Q4 2016.
  • 194 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.