FIM
MCHB

Freedom Investment Management’s Mechanics Bancorp MCHB Stock Holding History

Freedom Investment 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
2017
Q1 		– Sell
-23,587
Closed -$745K – 1076
2016
Q4 		$745K Buy
+23,587
New +$676K 0.05% 350

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

Freedom Investment Management's MCHB Position: Q1 2017 in Review

Freedom Investment Management sold out of Mechanics Bancorp (MCHB) in Q1 2017, closing a stake of 23,587 shares — an estimated $745K sold.

Freedom Investment Management first reported a position in MCHB in Q4 2016 and held it in 1 quarter. The position peaked at $745K in Q4 2016. 158 funds tracked by Wall St. Rank hold MCHB as of Q1 2017.

  • Freedom Investment Management reported no remaining Mechanics Bancorp position as of Q1 2017 after selling out during the quarter.
  • Freedom Investment Management sold 23,587 Mechanics Bancorp shares in Q1 2017, an estimated $745K.
  • Freedom Investment Management first reported a position in Mechanics Bancorp in Q4 2016 and held it in 1 quarter.
  • Freedom Investment Management's Mechanics Bancorp position peaked at $745K in Q4 2016.
  • 158 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2017.

Based on Freedom Investment Management's 13F filing for Q1 2017, filed 2 May 2017.