Number of Shares
667.00
Current Holdings Value*
$43,320.00
% of Portfolio
1.29%
Total Estimate Gain
$10,636.05
% of Total Estimate Gain
29.73%

Ziegler Piermont Small Cap Value Fund's Mercury General Corp Holding Summary

As of 2021-06-30, Trust for Advised Portfolios held 667.00 shares of Mercury General Corp(MCY), totaling $43,320.00. This investment constitutes 1.29% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Mercury General Corp(MCY) stock.

The initial trade took place in 2020Q3. And since then Ziegler Piermont Small Cap Value Fund has made 1 purchases of MCY, at an average price of $51.11, for a total of 700.00 shares. In addition, there have been 1 sales at an average price of $63.30 for 33.00 shares. Based on historical transaction data and MCY's current price of $66.45, Ziegler Piermont Small Cap Value Fund's estimated gain on his MCY holdings is $10,636.05, reflecting a 29.73% gain to date.

Ziegler Piermont Small Cap Value Fund MCY ($66.45) Holding Chart

Ziegler Piermont Small Cap Value Fund MCY ($66.45) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1