ParenteBeard Wealth Management’s Mercury Insurance MCY Stock Holding History

ParenteBeard Wealth Management’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
2014 Q4	$7.47K	Sell	423 -7,105	-94%	-$380K	0.09%	67
2014 Q3	$367K	Sell	7,528 -30	-0.4%	-$1.48K	0.15%	79
2014 Q2	$356K	Sell	7,558 -137	-2%	-$6.44K	0.16%	75
2014 Q1	$347K	Sell	7,695 -26,850	-78%	-$1.23M	0.17%	69
2013 Q4	$1.72M	Buy	34,545 +26,714	+341%	+$1.29M	0.67%	41
2013 Q3	$378K	Sell	7,831 -889	-10%	-$40.1K	0.18%	66
2013 Q2	$383K	Buy	+8,720	New	+$375K	0.17%	66

Other funds holding MCY

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ParenteBeard Wealth Management's MCY Position: Q4 2014 in Review

ParenteBeard Wealth Management reduced its Mercury Insurance (MCY) stake by 94% in Q4 2014, selling an estimated $380K and leaving 423 shares worth $7.47K. The position accounts for 0.09% of the portfolio, ranked #67.

ParenteBeard Wealth Management first reported a position in MCY in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.72M in Q4 2013. 188 funds tracked by Wall St. Rank hold MCY as of Q4 2014.

ParenteBeard Wealth Management held 423 shares of Mercury Insurance worth $7.47K as of Q4 2014.
ParenteBeard Wealth Management sold 7,105 Mercury Insurance shares in Q4 2014, an estimated $380K.
Mercury Insurance made up 0.09% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #67 holding.
ParenteBeard Wealth Management first reported a position in Mercury Insurance in Q2 2013 and has held it in 7 quarters since.
ParenteBeard Wealth Management's Mercury Insurance position peaked at $1.72M in Q4 2013.
188 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.