MWR
MCHB

McAdams Wright Ragen’s Mechanics Bancorp MCHB Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$707K Buy
41,405
+8,575
+26% +$153K 0.04% 226
2014
Q2 		$603K Buy
32,830
+4,650
+17% +$85K 0.03% 239
2014
Q1 		$550K Buy
28,180
+8,115
+40% +$153K 0.03% 233
2013
Q4 		$401K Buy
+20,065
New +$397K 0.03% 256

Other funds holding MCHB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

McAdams Wright Ragen's MCHB Position: Q3 2014 in Review

McAdams Wright Ragen increased its Mechanics Bancorp (MCHB) stake by 26% in Q3 2014, buying an estimated $153K and bringing the position to 41,405 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #226.

McAdams Wright Ragen first reported a position in MCHB in Q4 2013 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold MCHB as of Q3 2014.

  • McAdams Wright Ragen held 41,405 shares of Mechanics Bancorp worth $707K as of Q3 2014.
  • McAdams Wright Ragen bought 8,575 Mechanics Bancorp shares in Q3 2014, an estimated $153K.
  • Mechanics Bancorp made up 0.04% of McAdams Wright Ragen's portfolio in Q3 2014, its #226 holding.
  • McAdams Wright Ragen first reported a position in Mechanics Bancorp in Q4 2013 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.