Wealthspire Advisors (Maryland)’s Mercury Insurance MCY Stock Holding History

Wealthspire Advisors (Maryland)’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	-299	Closed	-$15K	–	1363
2019 Q1	$15K	Buy	299 +200	+202%	+$10.4K	﹤0.01%	1386
2018 Q4	$5K	Hold	99	–	–	﹤0.01%	1736
2018 Q3	$5K	Hold	99	–	–	﹤0.01%	1809
2018 Q2	$5K	Hold	99	–	–	﹤0.01%	1798
2018 Q1	$5K	Buy	99 +63	+175%	+$3K	﹤0.01%	1814
2017 Q4	$2K	Buy	36 +9	+33%	+$495	﹤0.01%	2141
2017 Q3	$2K	Hold	27	–	–	﹤0.01%	1993
2017 Q2	$1K	Sell	27 -70	-72%	-$3.97K	﹤0.01%	2096
2017 Q1	$6K	Buy	97 +8	+9%	+$478	﹤0.01%	1490
2016 Q4	$5K	Hold	89	–	–	﹤0.01%	1385
2016 Q3	$5K	Hold	89	–	–	﹤0.01%	1391
2016 Q2	$5K	Hold	89	–	–	﹤0.01%	1342
2016 Q1	$5K	Buy	89 +14	+19%	+$698	﹤0.01%	1342
2015 Q4	$3K	Buy	+75	New	+$3.8K	﹤0.01%	1466

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

WHG

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

Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s MCY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Mercury Insurance (MCY) in Q2 2019, closing a stake of 299 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in MCY in Q4 2015 and held it in 14 quarters. The position peaked at $15K in Q1 2019. 228 funds tracked by Wall St. Rank hold MCY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Mercury Insurance position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 299 Mercury Insurance shares in Q2 2019, an estimated $15K.
Wealthspire Advisors (Maryland) first reported a position in Mercury Insurance in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Mercury Insurance position peaked at $15K in Q1 2019.
228 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.