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

BFA

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Norges Bank Oslo, Norway $1T AUM

CGT

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

West Oak Capital's MCY Position: Q1 2016 in Review

West Oak Capital sold out of Mercury Insurance (MCY) in Q1 2016, closing a stake of 475 shares — an estimated $22.1K sold.

West Oak Capital first reported a position in MCY in Q2 2013 and held it in 11 quarters. The position peaked at $49.7K in Q4 2013. 182 funds tracked by Wall St. Rank hold MCY as of Q1 2016.

West Oak Capital reported no remaining Mercury Insurance position as of Q1 2016 after selling out during the quarter.
West Oak Capital sold 475 Mercury Insurance shares in Q1 2016, an estimated $22.1K.
West Oak Capital first reported a position in Mercury Insurance in Q2 2013 and held it in 11 quarters.
West Oak Capital's Mercury Insurance position peaked at $49.7K in Q4 2013.
182 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2016.

Based on West Oak Capital's 13F filing for Q1 2016, filed 5 Apr 2016.