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TCI Wealth Advisors’s Mercer International MERC Stock Holding History

TCI Wealth Advisors’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-242
Closed -$3K – 2596
2022
Q3 		$3K Buy
+242
New +$3.58K ﹤0.01% 1799
2019
Q4 		– Sell
-111
Closed -$1K – 1633
2019
Q3 		$1K Sell
111
-10
-8% -$126 ﹤0.01% 1334
2019
Q2 		$2K Buy
+121
New +$1.82K ﹤0.01% 1030
2016
Q4 		– Sell
-66
Closed -$1K – 1418
2016
Q3 		$1K Hold
66
– – ﹤0.01% 1164
2016
Q2 		$1K Hold
66
– – ﹤0.01% 1101
2016
Q1 		$1K Buy
+66
New +$533 ﹤0.01% 1109

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

TCI Wealth Advisors's MERC Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Mercer International (MERC) in Q4 2022, closing a stake of 242 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in MERC in Q1 2016 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 144 funds tracked by Wall St. Rank hold MERC as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Mercer International position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 242 Mercer International shares in Q4 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Mercer International in Q1 2016 and held it in 6 quarters.
  • TCI Wealth Advisors's Mercer International position peaked at $3K in Q3 2022.
  • 144 funds tracked by Wall St. Rank held Mercer International as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.