United Capital Financial Advisors’s Mercury Insurance MCY Stock Holding History

United Capital Financial 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
2019 Q1	–	Sell	-4,777	Closed	-$247K	–	1381
2018 Q4	$247K	Sell	4,777 -908	-16%	-$49.4K	﹤0.01%	1131
2018 Q3	$285K	Hold	5,685	–	–	﹤0.01%	1126
2018 Q2	$259K	Sell	5,685 -662	-10%	-$31.2K	﹤0.01%	1142
2018 Q1	$291K	Sell	6,347 -423	-6%	-$20.2K	﹤0.01%	1106
2017 Q4	$362K	Sell	6,770 -1,500	-18%	-$82.5K	﹤0.01%	1051
2017 Q3	$469K	Sell	8,270 -2,300	-22%	-$130K	﹤0.01%	981
2017 Q2	$571K	Buy	10,570 +90	+0.9%	+$5.1K	0.01%	894
2017 Q1	$639K	Hold	10,480	–	–	0.01%	857
2016 Q4	$631K	Sell	10,480 -996	-9%	-$56.6K	0.01%	871
2016 Q3	$629K	Buy	+11,476	New	+$620K	0.01%	897

Other funds holding MCY

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

United Capital Financial Advisors's MCY Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Mercury Insurance (MCY) in Q1 2019, closing a stake of 4,777 shares — an estimated $247K sold.

United Capital Financial Advisors first reported a position in MCY in Q3 2016 and held it in 10 quarters. The position peaked at $639K in Q1 2017. 230 funds tracked by Wall St. Rank hold MCY as of Q1 2019.

United Capital Financial Advisors reported no remaining Mercury Insurance position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 4,777 Mercury Insurance shares in Q1 2019, an estimated $247K.
United Capital Financial Advisors first reported a position in Mercury Insurance in Q3 2016 and held it in 10 quarters.
United Capital Financial Advisors's Mercury Insurance position peaked at $639K in Q1 2017.
230 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.