Viking Fund Management’s Mercury Insurance MCY Stock Holding History

Viking Fund Management’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 Q3	–	Sell	-25,000	Closed	-$1.14M	–	130
2018 Q2	$1.14M	Sell	25,000 -23,000	-48%	-$1.08M	0.22%	89
2018 Q1	$2.2M	Sell	48,000 -18,000	-27%	-$858K	0.42%	61
2017 Q4	$3.53M	Hold	66,000	–	–	0.58%	49
2017 Q3	$3.74M	Buy	66,000 +3,000	+5%	+$170K	0.6%	47
2017 Q2	$3.4M	Buy	63,000 +4,000	+7%	+$227K	0.52%	55
2017 Q1	$3.6M	Buy	59,000 +10,000	+20%	+$597K	0.48%	60
2016 Q4	$2.95M	Buy	+49,000	New	+$2.78M	0.37%	62

Other funds holding MCY

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Fund Management's MCY Position: Q3 2018 in Review

Viking Fund Management sold out of Mercury Insurance (MCY) in Q3 2018, closing a stake of 25,000 shares — an estimated $1.14M sold.

Viking Fund Management first reported a position in MCY in Q4 2016 and held it in 7 quarters. The position peaked at $3.74M in Q3 2017. 221 funds tracked by Wall St. Rank hold MCY as of Q3 2018.

Viking Fund Management reported no remaining Mercury Insurance position as of Q3 2018 after selling out during the quarter.
Viking Fund Management sold 25,000 Mercury Insurance shares in Q3 2018, an estimated $1.14M.
Viking Fund Management first reported a position in Mercury Insurance in Q4 2016 and held it in 7 quarters.
Viking Fund Management's Mercury Insurance position peaked at $3.74M in Q3 2017.
221 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2018.

Based on Viking Fund Management's 13F filing for Q3 2018, filed 9 Oct 2018.