HGWM
MCHB

Harvest Group Wealth Management’s Mechanics Bancorp MCHB Stock Holding History

Harvest Group Wealth 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
2020
Q2 		– Sell
-7
Closed – – 630
2020
Q1 		$0 Buy
+7
New +$203 ﹤0.01% 699

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's MCHB Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Mechanics Bancorp (MCHB) in Q2 2020, closing a stake of 7 shares.

Harvest Group Wealth Management first reported a position in MCHB in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 137 funds tracked by Wall St. Rank hold MCHB as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Mechanics Bancorp position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 Mechanics Bancorp shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Mechanics Bancorp in Q1 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Mechanics Bancorp position peaked at $0 in Q1 2020.
  • 137 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.