West Oak Capital’s Mercury Insurance MCY Stock Holding History

West Oak Capital’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
2016 Q1	–	Sell	-475	Closed	-$22.1K	–	277
2015 Q4	$22.1K	Hold	475	–	–	0.02%	181
2015 Q3	$24K	Hold	475	–	–	0.02%	179
2015 Q2	$26.4K	Hold	475	–	–	0.02%	175
2015 Q1	$27.4K	Hold	475	–	–	0.02%	183
2014 Q4	$26.9K	Hold	475	–	–	0.02%	186
2014 Q3	$23.2K	Hold	475	–	–	0.02%	176
2014 Q2	$22.3K	Hold	475	–	–	0.02%	180
2014 Q1	$21.4K	Sell	475 -525	-53%	-$24K	0.02%	184
2013 Q4	$49.7K	Hold	1,000	–	–	0.04%	148
2013 Q3	$48.3K	Hold	1,000	–	–	0.04%	142
2013 Q2	$44K	Buy	+1,000	New	+$43K	0.04%	142

Other funds holding MCY

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return