Shelton Capital Management’s Mercury Insurance MCY Stock Holding History

Shelton Capital Management’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
2017 Q1	–	Sell	-3,740	Closed	-$225K	–	886
2016 Q4	$225K	Hold	3,740	–	–	0.02%	774
2016 Q3	$205K	Buy	+3,740	New	+$202K	0.02%	739
2016 Q2	–	Sell	-3,740	Closed	-$208K	–	769
2016 Q1	$208K	Buy	+3,740	New	+$186K	0.02%	710
2015 Q3	–	Sell	-3,740	Closed	-$208K	–	759
2015 Q2	$208K	Hold	3,740	–	–	0.02%	734
2015 Q1	$216K	Hold	3,740	–	–	0.02%	743
2014 Q4	$212K	Sell	3,740 -466	-11%	-$24.9K	0.02%	736
2014 Q3	$205K	Buy	+4,206	New	+$208K	0.03%	720
2014 Q1	–	Sell	-4,206	Closed	-$209K	–	775
2013 Q4	$209K	Hold	4,206	–	–	0.03%	686
2013 Q3	$203K	Buy	+4,206	New	+$190K	0.03%	641

Other funds holding MCY

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Shelton Capital Management's MCY Position: Q1 2017 in Review

Shelton Capital Management sold out of Mercury Insurance (MCY) in Q1 2017, closing a stake of 3,740 shares — an estimated $225K sold.

Shelton Capital Management first reported a position in MCY in Q3 2013 and held it in 9 quarters. The position peaked at $225K in Q4 2016. 194 funds tracked by Wall St. Rank hold MCY as of Q1 2017.

Shelton Capital Management reported no remaining Mercury Insurance position as of Q1 2017 after selling out during the quarter.
Shelton Capital Management sold 3,740 Mercury Insurance shares in Q1 2017, an estimated $225K.
Shelton Capital Management first reported a position in Mercury Insurance in Q3 2013 and held it in 9 quarters.
Shelton Capital Management's Mercury Insurance position peaked at $225K in Q4 2016.
194 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2017.

Based on Shelton Capital Management's 13F filing for Q1 2017, filed 15 May 2017.