Ziegler Piermont Small Cap Value Fund MCY Holdings History
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 % |
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