Summit Trail Advisors’s Mercury Insurance MCY Stock Holding History

Summit Trail Advisors’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 Q1	–	Sell	-27	Closed	-$1K	–	1169
2017 Q4	$1K	Buy	+27	New	+$1.49K	﹤0.01%	1824

Other funds holding MCY

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Summit Trail Advisors's MCY Position: Q1 2018 in Review

Summit Trail Advisors sold out of Mercury Insurance (MCY) in Q1 2018, closing a stake of 27 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in MCY in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 220 funds tracked by Wall St. Rank hold MCY as of Q1 2018.

Summit Trail Advisors reported no remaining Mercury Insurance position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 27 Mercury Insurance shares in Q1 2018, an estimated $1K.
Summit Trail Advisors first reported a position in Mercury Insurance in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Mercury Insurance position peaked at $1K in Q4 2017.
220 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.