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Realta Investment Advisors’s Mercury Insurance MCY Stock Holding History

Realta Investment 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
2019
Q4 		– Sell
-75
Closed -$4K – 1640
2019
Q3 		$4K Sell
75
-1,222
-94% -$69.9K ﹤0.01% 1388
2019
Q2 		$81K Buy
1,297
+1,222
+1,629% +$68.2K 0.02% 558
2019
Q1 		$4K Buy
+75
New +$3.89K ﹤0.01% 1120

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Realta Investment Advisors's MCY Position: Q4 2019 in Review

Realta Investment Advisors sold out of Mercury Insurance (MCY) in Q4 2019, closing a stake of 75 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in MCY in Q1 2019 and held it in 3 quarters. The position peaked at $81K in Q2 2019. 228 funds tracked by Wall St. Rank hold MCY as of Q4 2019.

  • Realta Investment Advisors reported no remaining Mercury Insurance position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 75 Mercury Insurance shares in Q4 2019, an estimated $4K.
  • Realta Investment Advisors first reported a position in Mercury Insurance in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Mercury Insurance position peaked at $81K in Q2 2019.
  • 228 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.