KF
MCHB

Krilogy Financial’s Mechanics Bancorp MCHB Stock Holding History

Krilogy Financial’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
2016
Q2 		– Sell
-1,500
Closed -$31K – 750
2016
Q1 		$31K Buy
+1,500
New +$30K 0.01% 322

Other funds holding MCHB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Krilogy Financial's MCHB Position: Q2 2016 in Review

Krilogy Financial sold out of Mechanics Bancorp (MCHB) in Q2 2016, closing a stake of 1,500 shares — an estimated $31K sold.

Krilogy Financial first reported a position in MCHB in Q1 2016 and held it in 1 quarter. The position peaked at $31K in Q1 2016. 124 funds tracked by Wall St. Rank hold MCHB as of Q2 2016.

  • Krilogy Financial reported no remaining Mechanics Bancorp position as of Q2 2016 after selling out during the quarter.
  • Krilogy Financial sold 1,500 Mechanics Bancorp shares in Q2 2016, an estimated $31K.
  • Krilogy Financial first reported a position in Mechanics Bancorp in Q1 2016 and held it in 1 quarter.
  • Krilogy Financial's Mechanics Bancorp position peaked at $31K in Q1 2016.
  • 124 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2016.

Based on Krilogy Financial's 13F filing for Q2 2016, filed 16 Aug 2016.