MBT
RUSHA icon

Montecito Bank & Trust’s Rush Enterprises Class A RUSHA Stock Holding History

Montecito Bank & Trust’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,913
Closed -$27K – 330
2016
Q4 		$27K Buy
+1,913
New +$23.7K 0.01% 319

Other funds holding RUSHA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Montecito Bank & Trust's RUSHA Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Rush Enterprises Class A (RUSHA) in Q1 2017, closing a stake of 1,913 shares — an estimated $27K sold.

Montecito Bank & Trust first reported a position in RUSHA in Q4 2016 and held it in 1 quarter. The position peaked at $27K in Q4 2016. 161 funds tracked by Wall St. Rank hold RUSHA as of Q1 2017.

  • Montecito Bank & Trust reported no remaining Rush Enterprises Class A position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,913 Rush Enterprises Class A shares in Q1 2017, an estimated $27K.
  • Montecito Bank & Trust first reported a position in Rush Enterprises Class A in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's Rush Enterprises Class A position peaked at $27K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.