BFG
MCHB

Beacon Financial Group’s Mechanics Bancorp MCHB Stock Holding History

Beacon Financial 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
2017
Q1 		– Sell
-10,158
Closed -$320K – 182
2016
Q4 		$320K Buy
+10,158
New +$291K 0.07% 158

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Financial Group's MCHB Position: Q1 2017 in Review

Beacon Financial Group sold out of Mechanics Bancorp (MCHB) in Q1 2017, closing a stake of 10,158 shares — an estimated $320K sold.

Beacon Financial Group first reported a position in MCHB in Q4 2016 and held it in 1 quarter. The position peaked at $320K in Q4 2016. 158 funds tracked by Wall St. Rank hold MCHB as of Q1 2017.

  • Beacon Financial Group reported no remaining Mechanics Bancorp position as of Q1 2017 after selling out during the quarter.
  • Beacon Financial Group sold 10,158 Mechanics Bancorp shares in Q1 2017, an estimated $320K.
  • Beacon Financial Group first reported a position in Mechanics Bancorp in Q4 2016 and held it in 1 quarter.
  • Beacon Financial Group's Mechanics Bancorp position peaked at $320K in Q4 2016.
  • 158 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2017.

Based on Beacon Financial Group's 13F filing for Q1 2017, filed 3 Apr 2017.