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Roundview Capital’s Mercury Insurance MCY Stock Holding History

Roundview Capital’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
Q2 		– Sell
-4,563
Closed -$228K – 225
2019
Q1 		$228K Hold
4,563
– – 0.05% 211
2018
Q4 		$236K Hold
4,563
– – 0.07% 191
2018
Q3 		$229K Hold
4,563
– – 0.06% 206
2018
Q2 		$208K Hold
4,563
– – 0.05% 211
2018
Q1 		$209K Hold
4,563
– – 0.06% 203
2017
Q4 		$244K Hold
4,563
– – 0.06% 206
2017
Q3 		$259K Sell
4,563
-250
-5% -$14.2K 0.07% 189
2017
Q2 		$260K Hold
4,813
– – 0.08% 202
2017
Q1 		$294K Hold
4,813
– – 0.09% 174
2016
Q4 		$290K Hold
4,813
– – 0.09% 175
2016
Q3 		$264K Hold
4,813
– – 0.09% 174
2016
Q2 		$256K Hold
4,813
– – 0.09% 160
2016
Q1 		$267K Sell
4,813
-56,503
-92% -$2.82M 0.1% 156
2015
Q4 		$2.86M Sell
61,316
-3,916
-6% -$198K 1.13% 19
2015
Q3 		$3.29M Sell
65,232
-730
-1% -$39.1K 1.41% 13
2015
Q2 		$3.67M Sell
65,962
-10,666
-14% -$601K 1.38% 15
2015
Q1 		$4.42M Buy
76,628
+17,015
+29% +$956K 1.75% 9
2014
Q4 		$3.38M Sell
59,613
-8,907
-13% -$477K 1.39% 15
2014
Q3 		$3.34M Buy
68,520
+405
+0.6% +$20K 1.5% 18
2014
Q2 		$3.2M Buy
68,115
+3,229
+5% +$152K 1.3% 19
2014
Q1 		$2.92M Buy
64,886
+4,279
+7% +$195K 1.42% 17
2013
Q4 		$3.01M Sell
60,607
-129
-0.2% -$6.24K 1.38% 14
2013
Q3 		$2.93M Sell
60,736
-182
-0.3% -$8.22K 1.52% 14
2013
Q2 		$2.68M Buy
+60,918
New +$2.62M 1.68% 12

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Roundview Capital's MCY Position: Q2 2019 in Review

Roundview Capital sold out of Mercury Insurance (MCY) in Q2 2019, closing a stake of 4,563 shares — an estimated $228K sold.

Roundview Capital first reported a position in MCY in Q2 2013 and held it in 24 quarters. The position peaked at $4.42M in Q1 2015. 228 funds tracked by Wall St. Rank hold MCY as of Q2 2019.

  • Roundview Capital reported no remaining Mercury Insurance position as of Q2 2019 after selling out during the quarter.
  • Roundview Capital sold 4,563 Mercury Insurance shares in Q2 2019, an estimated $228K.
  • Roundview Capital first reported a position in Mercury Insurance in Q2 2013 and held it in 24 quarters.
  • Roundview Capital's Mercury Insurance position peaked at $4.42M in Q1 2015.
  • 228 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2019.

Based on Roundview Capital's 13F filing for Q2 2019, filed 12 Aug 2019.