FGC
MCHB

Financial Gravity Companies’s Mechanics Bancorp MCHB Stock Holding History

Financial Gravity Companies’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
Q4 		$1K Buy
+21
New +$531 ﹤0.01% 1103
2018
Q1 		$1K Hold
19
– – ﹤0.01% 1151
2017
Q4 		$1K Buy
+19
New +$551 ﹤0.01% 1123

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Financial Gravity Companies's MCHB Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Mechanics Bancorp (MCHB) in Q4 2018: 21 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MCHB as recently as Q1 2018.

Financial Gravity Companies first reported a position in MCHB in Q4 2017 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold MCHB as of Q4 2018.

  • Financial Gravity Companies held 21 shares of Mechanics Bancorp worth $1K as of Q4 2018.
  • Mechanics Bancorp was a new Financial Gravity Companies position in Q4 2018.
  • Mechanics Bancorp made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1103 holding.
  • Financial Gravity Companies first reported a position in Mechanics Bancorp in Q4 2017 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.