SCM
MCY icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return