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Weik Capital Management’s Mercury Insurance MCY Stock Holding History

Weik Capital 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
2015
Q3 		– Sell
-3,700
Closed -$206K – 108
2015
Q2 		$206K Sell
3,700
-300
-8% -$16.9K 0.12% 108
2015
Q1 		$231K Hold
4,000
– – 0.13% 98
2014
Q4 		$227K Buy
+4,000
New +$214K 0.13% 102

Other funds holding MCY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Weik Capital Management's MCY Position: Q3 2015 in Review

Weik Capital Management sold out of Mercury Insurance (MCY) in Q3 2015, closing a stake of 3,700 shares — an estimated $206K sold.

Weik Capital Management first reported a position in MCY in Q4 2014 and held it in 3 quarters. The position peaked at $231K in Q1 2015. 172 funds tracked by Wall St. Rank hold MCY as of Q3 2015.

  • Weik Capital Management reported no remaining Mercury Insurance position as of Q3 2015 after selling out during the quarter.
  • Weik Capital Management sold 3,700 Mercury Insurance shares in Q3 2015, an estimated $206K.
  • Weik Capital Management first reported a position in Mercury Insurance in Q4 2014 and held it in 3 quarters.
  • Weik Capital Management's Mercury Insurance position peaked at $231K in Q1 2015.
  • 172 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2015.

Based on Weik Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.