Envestnet Asset Management
MCHB

Envestnet Asset Management’s Mechanics Bancorp MCHB Stock Holding History

Envestnet Asset 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
2018
Q2 		– Sell
-73
Closed -$2K – 2870
2018
Q1 		$2K Sell
73
-22
-23% -$654 ﹤0.01% 2701
2017
Q4 		$3K Hold
95
– – ﹤0.01% 2789
2017
Q3 		$3K Sell
95
-200
-68% -$5.2K ﹤0.01% 2768
2017
Q2 		$9K Sell
295
-618
-68% -$16.8K ﹤0.01% 2725
2017
Q1 		$25K Buy
+913
New +$25.1K ﹤0.01% 2626

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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

Envestnet Asset Management's MCHB Position: Q2 2018 in Review

Envestnet Asset Management sold out of Mechanics Bancorp (MCHB) in Q2 2018, closing a stake of 73 shares — an estimated $2K sold.

Envestnet Asset Management first reported a position in MCHB in Q1 2017 and held it in 5 quarters. The position peaked at $25K in Q1 2017. 131 funds tracked by Wall St. Rank hold MCHB as of Q2 2018.

  • Envestnet Asset Management reported no remaining Mechanics Bancorp position as of Q2 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 73 Mechanics Bancorp shares in Q2 2018, an estimated $2K.
  • Envestnet Asset Management first reported a position in Mechanics Bancorp in Q1 2017 and held it in 5 quarters.
  • Envestnet Asset Management's Mechanics Bancorp position peaked at $25K in Q1 2017.
  • 131 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2018.

Based on Envestnet Asset Management's 13F filing for Q2 2018, filed 10 Aug 2018.