S. Muoio & Co’s Mercury Insurance MCY Stock Holding History

S. Muoio & Co’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
2018 Q4	–	Sell	-5,300	Closed	-$266K	–	76
2018 Q3	$266K	Sell	5,300 -1,900	-26%	-$94.7K	0.12%	88
2018 Q2	$328K	Hold	7,200	–	–	0.2%	81
2018 Q1	$330K	Sell	7,200 -400	-5%	-$19.1K	0.18%	71
2017 Q4	$406K	Hold	7,600	–	–	0.24%	68
2017 Q3	$431K	Sell	7,600 -600	-7%	-$34K	0.22%	73
2017 Q2	$443K	Hold	8,200	–	–	0.21%	77
2017 Q1	$500K	Hold	8,200	–	–	0.23%	74
2016 Q4	$494K	Hold	8,200	–	–	0.26%	71
2016 Q3	$450K	Sell	8,200 -500	-6%	-$27K	0.22%	66
2016 Q2	$462K	Hold	8,700	–	–	0.22%	85
2016 Q1	$483K	Sell	8,700 -1,000	-10%	-$49.8K	0.28%	62
2015 Q4	$452K	Hold	9,700	–	–	0.21%	88
2015 Q3	$490K	Hold	9,700	–	–	0.25%	72
2015 Q2	$540K	Hold	9,700	–	–	0.25%	69
2015 Q1	$560K	Hold	9,700	–	–	0.33%	65
2014 Q4	$549K	Buy	+9,700	New	+$519K	0.3%	69

Other funds holding MCY

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

S. Muoio & Co's MCY Position: Q4 2018 in Review

S. Muoio & Co sold out of Mercury Insurance (MCY) in Q4 2018, closing a stake of 5,300 shares — an estimated $266K sold.

S. Muoio & Co first reported a position in MCY in Q4 2014 and held it in 16 quarters. The position peaked at $560K in Q1 2015. 236 funds tracked by Wall St. Rank hold MCY as of Q4 2018.

S. Muoio & Co reported no remaining Mercury Insurance position as of Q4 2018 after selling out during the quarter.
S. Muoio & Co sold 5,300 Mercury Insurance shares in Q4 2018, an estimated $266K.
S. Muoio & Co first reported a position in Mercury Insurance in Q4 2014 and held it in 16 quarters.
S. Muoio & Co's Mercury Insurance position peaked at $560K in Q1 2015.
236 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2018.

Based on S. Muoio & Co's 13F filing for Q4 2018, filed 7 Feb 2019.