CIP
MCHB

Convergence Investment Partners’s Mechanics Bancorp MCHB Stock Holding History

Convergence Investment Partners’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
-51,913
Closed -$1.64M – 351
2016
Q4 		$1.64M Sell
51,913
-29,701
-36% -$851K 0.23% 182
2016
Q3 		$2.04M Buy
81,614
+4,374
+6% +$103K 0.3% 121
2016
Q2 		$1.54M Buy
+77,240
New +$1.61M 0.21% 180

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

Convergence Investment Partners's MCHB Position: Q1 2017 in Review

Convergence Investment Partners sold out of Mechanics Bancorp (MCHB) in Q1 2017, closing a stake of 51,913 shares — an estimated $1.64M sold.

Convergence Investment Partners first reported a position in MCHB in Q2 2016 and held it in 3 quarters. The position peaked at $2.04M in Q3 2016. 158 funds tracked by Wall St. Rank hold MCHB as of Q1 2017.

  • Convergence Investment Partners reported no remaining Mechanics Bancorp position as of Q1 2017 after selling out during the quarter.
  • Convergence Investment Partners sold 51,913 Mechanics Bancorp shares in Q1 2017, an estimated $1.64M.
  • Convergence Investment Partners first reported a position in Mechanics Bancorp in Q2 2016 and held it in 3 quarters.
  • Convergence Investment Partners's Mechanics Bancorp position peaked at $2.04M in Q3 2016.
  • 158 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2017.

Based on Convergence Investment Partners's 13F filing for Q1 2017, filed 15 May 2017.