FGAM
MCHB

Financial Gravity Asset Management’s Mechanics Bancorp MCHB Stock Holding History

Financial Gravity 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
2019
Q2 		– Sell
-13
Closed – – 1415
2019
Q1 		$0 Buy
+13
New +$337 ﹤0.01% 1410
2018
Q3 		$1K Buy
21
+1
+5% +$29 ﹤0.01% 1144
2018
Q2 		$1K Buy
20
+1
+5% +$28 ﹤0.01% 1174
2018
Q1 		$1K Buy
+19
New +$565 ﹤0.01% 1151

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Asset Management's MCHB Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of Mechanics Bancorp (MCHB) in Q2 2019, closing a stake of 13 shares.

Financial Gravity Asset Management first reported a position in MCHB in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 131 funds tracked by Wall St. Rank hold MCHB as of Q2 2019.

  • Financial Gravity Asset Management reported no remaining Mechanics Bancorp position as of Q2 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 13 Mechanics Bancorp shares in Q2 2019.
  • Financial Gravity Asset Management first reported a position in Mechanics Bancorp in Q1 2018 and held it in 4 quarters.
  • Financial Gravity Asset Management's Mechanics Bancorp position peaked at $1K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.