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UBS’s Mercury Insurance MCY Stock Holding History

UBS’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
2014
Q3 		– Sell
-13,100
Closed -$616K – 10579
2014
Q2 		$616K Buy
13,100
+2,200
+20% +$103K ﹤0.01% 4016
2014
Q1 		$491K Buy
10,900
+10,700
+5,350% +$489K ﹤0.01% 4253
2013
Q4 		$10K Sell
200
-9,900
-98% -$479K ﹤0.01% 8978
2013
Q3 		$488K Buy
+10,100
New +$456K ﹤0.01% 4165

Other funds holding MCY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's MCY Position: Q3 2014 in Review

UBS increased its Mercury Insurance (MCY) stake by 9.1% in Q3 2014, buying an estimated $163K and bringing the position to 39,761 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

UBS first reported a position in MCY in Q2 2013 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold MCY as of Q3 2014.

  • UBS held 39,761 shares of Mercury Insurance worth $1.94M as of Q3 2014.
  • UBS bought 3,311 Mercury Insurance shares in Q3 2014, an estimated $163K.
  • Mercury Insurance made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2935 holding.
  • UBS first reported a position in Mercury Insurance in Q2 2013 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.