Plante Moran Financial Advisors’s Mercury Insurance MCY Stock Holding History

Plante Moran Financial 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
2015 Q3	–	Sell	-300	Closed	-$17K	–	736
2015 Q2	$17K	Hold	300	–	–	0.01%	443
2015 Q1	$17K	Hold	300	–	–	0.01%	432
2014 Q4	$17K	Hold	300	–	–	0.01%	434
2014 Q3	$15K	Hold	300	–	–	0.01%	453
2014 Q2	$14K	Buy	+300	New	+$14.1K	0.01%	440

Other funds holding MCY

BFA

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

CGT

Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

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

Plante Moran Financial Advisors's MCY Position: Q3 2015 in Review

Plante Moran Financial Advisors sold out of Mercury Insurance (MCY) in Q3 2015, closing a stake of 300 shares — an estimated $17K sold.

Plante Moran Financial Advisors first reported a position in MCY in Q2 2014 and held it in 5 quarters. The position peaked at $17K in Q2 2015. 172 funds tracked by Wall St. Rank hold MCY as of Q3 2015.

Plante Moran Financial Advisors reported no remaining Mercury Insurance position as of Q3 2015 after selling out during the quarter.
Plante Moran Financial Advisors sold 300 Mercury Insurance shares in Q3 2015, an estimated $17K.
Plante Moran Financial Advisors first reported a position in Mercury Insurance in Q2 2014 and held it in 5 quarters.
Plante Moran Financial Advisors's Mercury Insurance position peaked at $17K in Q2 2015.
172 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.