BPM
MCHB

Bowling Portfolio Management’s Mechanics Bancorp MCHB Stock Holding History

Bowling Portfolio Management’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
2020
Q4 		– Sell
-10,744
Closed -$277K – 290
2020
Q3 		$277K Buy
+10,744
New +$282K 0.06% 297
2020
Q1 		– Sell
-27,624
Closed -$939K – 350
2019
Q4 		$939K Buy
+27,624
New +$855K 0.16% 210
2017
Q3 		– Sell
-15,926
Closed -$441K – 386
2017
Q2 		$441K Sell
15,926
-8,650
-35% -$235K 0.07% 310
2017
Q1 		$687K Buy
+24,576
New +$676K 0.11% 221

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bowling Portfolio Management's MCHB Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Mechanics Bancorp (MCHB) in Q4 2020, closing a stake of 10,744 shares — an estimated $277K sold.

Bowling Portfolio Management first reported a position in MCHB in Q1 2017 and held it in 4 quarters. The position peaked at $939K in Q4 2019. 150 funds tracked by Wall St. Rank hold MCHB as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Mechanics Bancorp position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 10,744 Mechanics Bancorp shares in Q4 2020, an estimated $277K.
  • Bowling Portfolio Management first reported a position in Mechanics Bancorp in Q1 2017 and held it in 4 quarters.
  • Bowling Portfolio Management's Mechanics Bancorp position peaked at $939K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.