Westport Resources Management’s Mercury Insurance MCY Stock Holding History

Westport Resources 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
2016 Q3	$459K	Sell	8,360 -14,301	-63%	-$773K	0.33%	78
2016 Q2	$1.21M	Sell	22,661 -3,620	-14%	-$190K	0.39%	81
2016 Q1	$1.46M	Sell	26,281 -965	-4%	-$48.1K	0.47%	65
2015 Q4	$1.27M	Sell	27,246 -1,395	-5%	-$70.7K	0.37%	79
2015 Q3	$1.45M	Sell	28,641 -2,930	-9%	-$157K	0.44%	64
2015 Q2	$1.76M	Sell	31,571 -1,791	-5%	-$101K	0.49%	56
2015 Q1	$1.93M	Buy	33,362 +5	+0%	+$281	0.53%	47
2014 Q4	$1.89M	Sell	33,357 -39	-0.1%	-$2.09K	0.51%	47
2014 Q3	$1.63M	Sell	33,396 -1,295	-4%	-$63.9K	0.45%	61
2014 Q2	$1.63M	Buy	34,691 +6	+0%	+$282	0.44%	60
2014 Q1	$1.56M	Buy	34,685 +3,941	+13%	+$180K	0.44%	63
2013 Q4	$1.53M	Buy	30,744 +5,110	+20%	+$247K	0.45%	58
2013 Q3	$1.24M	Buy	25,634 +3	+0%	+$135	0.41%	71
2013 Q2	$1.13M	Buy	+25,631	New	+$1.1M	0.4%	67

Other funds holding MCY

BFA

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Westport Resources Management's MCY Position: Q3 2016 in Review

Westport Resources Management reduced its Mercury Insurance (MCY) stake by 63% in Q3 2016, selling an estimated $773K and leaving 8,360 shares worth $459K. The position accounts for 0.33% of the portfolio, ranked #78.

Westport Resources Management first reported a position in MCY in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.93M in Q1 2015. 192 funds tracked by Wall St. Rank hold MCY as of Q3 2016.

Westport Resources Management held 8,360 shares of Mercury Insurance worth $459K as of Q3 2016.
Westport Resources Management sold 14,301 Mercury Insurance shares in Q3 2016, an estimated $773K.
Mercury Insurance made up 0.33% of Westport Resources Management's portfolio in Q3 2016, its #78 holding.
Westport Resources Management first reported a position in Mercury Insurance in Q2 2013 and has held it in 14 quarters since.
Westport Resources Management's Mercury Insurance position peaked at $1.93M in Q1 2015.
192 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2016.

Based on Westport Resources Management's 13F filing for Q3 2016, filed 14 Nov 2016.