MFS
MCHB

MSI Financial Services’s Mechanics Bancorp MCHB Stock Holding History

MSI 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
2016
Q4 		$16K Buy
500
+204
+69% +$5.85K ﹤0.01% 2533
2016
Q3 		$7K Buy
296
+96
+48% +$2.26K ﹤0.01% 2967
2016
Q2 		$4K Hold
200
– – ﹤0.01% 3242
2016
Q1 		$4K Hold
200
– – ﹤0.01% 3260
2015
Q4 		$4K Buy
+200
New +$4.38K ﹤0.01% 3183

Other funds holding MCHB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MSI Financial Services's MCHB Position: Q4 2016 in Review

MSI Financial Services increased its Mechanics Bancorp (MCHB) stake by 69% in Q4 2016, buying an estimated $5.85K and bringing the position to 500 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

MSI Financial Services first reported a position in MCHB in Q4 2015 and has held it in 5 quarters since. 178 funds tracked by Wall St. Rank hold MCHB as of Q4 2016.

  • MSI Financial Services held 500 shares of Mechanics Bancorp worth $16K as of Q4 2016.
  • MSI Financial Services bought 204 Mechanics Bancorp shares in Q4 2016, an estimated $5.85K.
  • Mechanics Bancorp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2533 holding.
  • MSI Financial Services first reported a position in Mechanics Bancorp in Q4 2015 and has held it in 5 quarters since.
  • 178 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.