Salem Investment Counselors’s Mercury Insurance MCY Stock Holding History

Salem Investment Counselors’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 Q3	–	Sell	-925	Closed	-$42K	–	494
2018 Q2	$42K	Hold	925	–	–	﹤0.01%	307
2018 Q1	$41K	Hold	925	–	–	﹤0.01%	308
2017 Q4	$49K	Hold	925	–	–	0.01%	316
2017 Q3	$52K	Hold	925	–	–	0.01%	301
2017 Q2	$50K	Hold	925	–	–	0.01%	315
2017 Q1	$56K	Hold	925	–	–	0.01%	376
2016 Q4	$56K	Buy	+925	New	+$52.6K	0.01%	349

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 $481B AUM 30.42% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Salem Investment Counselors's MCY Position: Q3 2018 in Review

Salem Investment Counselors sold out of Mercury Insurance (MCY) in Q3 2018, closing a stake of 925 shares — an estimated $42K sold.

Salem Investment Counselors first reported a position in MCY in Q4 2016 and held it in 7 quarters. The position peaked at $56K in Q1 2017. 221 funds tracked by Wall St. Rank hold MCY as of Q3 2018.

Salem Investment Counselors reported no remaining Mercury Insurance position as of Q3 2018 after selling out during the quarter.
Salem Investment Counselors sold 925 Mercury Insurance shares in Q3 2018, an estimated $42K.
Salem Investment Counselors first reported a position in Mercury Insurance in Q4 2016 and held it in 7 quarters.
Salem Investment Counselors's Mercury Insurance position peaked at $56K in Q1 2017.
221 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2018.

Based on Salem Investment Counselors's 13F filing for Q3 2018, filed 14 Nov 2018.