AG
MCHB

Advisor Group’s Mechanics Bancorp MCHB Stock Holding History

Advisor Group’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$85K Hold
2,500
– – ﹤0.01% 3053
2019
Q3 		$68K Hold
2,500
– – ﹤0.01% 3178
2019
Q2 		$74K Hold
2,500
– – ﹤0.01% 3090
2019
Q1 		$66K Buy
+2,500
New +$64.9K ﹤0.01% 3181
2017
Q3 		– Sell
-806
Closed -$22K – 4891
2017
Q2 		$22K Sell
806
-890
-52% -$24.2K ﹤0.01% 3451
2017
Q1 		$47K Buy
1,696
+506
+43% +$13.9K ﹤0.01% 2759
2016
Q4 		$38K Buy
1,190
+189
+19% +$5.42K ﹤0.01% 2806
2016
Q3 		$25K Buy
1,001
+454
+83% +$10.7K ﹤0.01% 3010
2016
Q2 		$10K Buy
+547
New +$11.4K ﹤0.01% 3476

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Advisor Group's MCHB Position: Q4 2019 in Review

Advisor Group held its Mechanics Bancorp (MCHB) position steady in Q4 2019 at 2,500 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

Advisor Group first reported a position in MCHB in Q2 2016 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold MCHB as of Q4 2019.

  • Advisor Group held 2,500 shares of Mechanics Bancorp worth $85K as of Q4 2019.
  • Advisor Group left its Mechanics Bancorp share count unchanged in Q4 2019.
  • Mechanics Bancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3053 holding.
  • Advisor Group first reported a position in Mechanics Bancorp in Q2 2016 and has held it in 9 quarters since.
  • 145 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.