IFAM
MCHB

Institutional & Family Asset Management’s Mechanics Bancorp MCHB Stock Holding History

Institutional & Family 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
2020
Q1 		– Sell
-423
Closed -$14K – 861
2019
Q4 		$14K Buy
+423
New +$13.1K ﹤0.01% 463

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's MCHB Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Mechanics Bancorp (MCHB) in Q1 2020, closing a stake of 423 shares — an estimated $14K sold.

Institutional & Family Asset Management first reported a position in MCHB in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 140 funds tracked by Wall St. Rank hold MCHB as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Mechanics Bancorp position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 423 Mechanics Bancorp shares in Q1 2020, an estimated $14K.
  • Institutional & Family Asset Management first reported a position in Mechanics Bancorp in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's Mechanics Bancorp position peaked at $14K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.