Ladenburg Thalmann Financial Services’s Mechanics Bancorp MCHB Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$10K	Hold	300	–	–	﹤0.01%	4483
2019 Q3	$8K	Buy	+300	New	+$8.32K	﹤0.01%	4484
2018 Q1	–	Sell	-200	Closed	-$6K	–	5141
2017 Q4	$6K	Buy	+200	New	+$5.8K	﹤0.01%	4445
2017 Q2	–	Sell	-1,231	Closed	-$35K	–	4910
2017 Q1	$35K	Hold	1,231	–	–	﹤0.01%	3179
2016 Q4	$39K	Buy	1,231 +1,025	+498%	+$29.4K	﹤0.01%	3029
2016 Q3	$5K	Hold	206	–	–	﹤0.01%	4155
2016 Q2	$4K	Hold	206	–	–	﹤0.01%	4206
2016 Q1	$4K	Hold	206	–	–	﹤0.01%	4154
2015 Q4	$4K	Hold	206	–	–	﹤0.01%	4137
2015 Q3	$5K	Hold	206	–	–	﹤0.01%	3933
2015 Q2	$5K	Hold	206	–	–	﹤0.01%	4048
2015 Q1	$4K	Buy	206 +6	+3%	+$106	﹤0.01%	4063
2014 Q4	$3K	Buy	200 +100	+100%	+$1.69K	﹤0.01%	3918
2014 Q3	$2K	Hold	100	–	–	﹤0.01%	3672
2014 Q2	$2K	Hold	100	–	–	﹤0.01%	3637
2014 Q1	$2K	Hold	100	–	–	﹤0.01%	3510
2013 Q4	$2K	Hold	100	–	–	﹤0.01%	3508
2013 Q3	$2K	Hold	100	–	–	﹤0.01%	3447
2013 Q2	$2K	Buy	+100	New	+$2.2K	﹤0.01%	3319

Other funds holding MCHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MCHB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Mechanics Bancorp (MCHB) position steady in Q4 2019 at 300 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #4483.

Ladenburg Thalmann Financial Services first reported a position in MCHB in Q2 2013 and has held it in 19 quarters since. The position peaked at $39K in Q4 2016. 145 funds tracked by Wall St. Rank hold MCHB as of Q4 2019.

Ladenburg Thalmann Financial Services held 300 shares of Mechanics Bancorp worth $10K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Mechanics Bancorp share count unchanged in Q4 2019.
Mechanics Bancorp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4483 holding.
Ladenburg Thalmann Financial Services first reported a position in Mechanics Bancorp in Q2 2013 and has held it in 19 quarters since.
Ladenburg Thalmann Financial Services's Mechanics Bancorp position peaked at $39K in Q4 2016.
145 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.