VFA
MCY icon

Valeo Financial Advisors’s Mercury Insurance MCY Stock Holding History

Valeo 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
Q2 		– Sell
-20
Closed -$1K – 1615
2019
Q1 		$1K Hold
20
– – ﹤0.01% 1461
2018
Q4 		$1K Hold
20
– – ﹤0.01% 1393
2018
Q3 		$1K Buy
+20
New +$997 ﹤0.01% 1642

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Valeo Financial Advisors's MCY Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Mercury Insurance (MCY) in Q2 2019, closing a stake of 20 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in MCY in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 228 funds tracked by Wall St. Rank hold MCY as of Q2 2019.

  • Valeo Financial Advisors reported no remaining Mercury Insurance position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 20 Mercury Insurance shares in Q2 2019, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Mercury Insurance in Q3 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Mercury Insurance position peaked at $1K in Q1 2019.
  • 228 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.