JA
MCHB

JOYN Advisors’s Mechanics Bancorp MCHB Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-84
Closed -$2K – 660
2018
Q4 		$2K Sell
84
-54
-39% -$1.37K ﹤0.01% 1497
2018
Q3 		$4K Buy
138
+41
+42% +$1.18K ﹤0.01% 1249
2018
Q2 		$3K Buy
97
+91
+1,517% +$2.51K ﹤0.01% 1308
2018
Q1 		$0 Buy
+6
New +$178 ﹤0.01% 1352

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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 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
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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

JOYN Advisors's MCHB Position: Q1 2019 in Review

JOYN Advisors sold out of Mechanics Bancorp (MCHB) in Q1 2019, closing a stake of 84 shares — an estimated $2K sold.

JOYN Advisors first reported a position in MCHB in Q1 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 131 funds tracked by Wall St. Rank hold MCHB as of Q1 2019.

  • JOYN Advisors reported no remaining Mechanics Bancorp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 84 Mechanics Bancorp shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in Mechanics Bancorp in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Mechanics Bancorp position peaked at $4K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.