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Mechanics Bank - Trust Department’s iShares MBS ETF MBB Stock Holding History

Mechanics Bank - Trust Department’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,344
Closed -$245K – 161
2018
Q1 		$245K Hold
2,344
– – 0.06% 146
2017
Q4 		$250K Hold
2,344
– – 0.06% 149
2017
Q3 		$251K Sell
2,344
-60
-2% -$6.43K 0.06% 145
2017
Q2 		$257K Hold
2,404
– – 0.06% 151
2017
Q1 		$256K Sell
2,404
-400
-14% -$42.5K 0.06% 149
2016
Q4 		$298K Hold
2,804
– – 0.07% 141
2016
Q3 		$309K Buy
+2,804
New +$308K 0.08% 136

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mechanics Bank - Trust Department's MBB Position: Q2 2018 in Review

Mechanics Bank - Trust Department sold out of iShares MBS ETF (MBB) in Q2 2018, closing a stake of 2,344 shares — an estimated $245K sold.

Mechanics Bank - Trust Department first reported a position in MBB in Q3 2016 and held it in 7 quarters. The position peaked at $309K in Q3 2016. 316 funds tracked by Wall St. Rank hold MBB as of Q2 2018.

  • Mechanics Bank - Trust Department reported no remaining iShares MBS ETF position as of Q2 2018 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 2,344 iShares MBS ETF shares in Q2 2018, an estimated $245K.
  • Mechanics Bank - Trust Department first reported a position in iShares MBS ETF in Q3 2016 and held it in 7 quarters.
  • Mechanics Bank - Trust Department's iShares MBS ETF position peaked at $309K in Q3 2016.
  • 316 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2018.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2018, filed 23 Jul 2018.