PFGIA
MCHB

Patriot Financial Group Insurance Agency’s Mechanics Bancorp MCHB Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-66
Closed -$2K – 1376
2019
Q2 		$2K Buy
+66
New +$1.9K ﹤0.01% 1113

Other funds holding MCHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MCHB Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of Mechanics Bancorp (MCHB) in Q3 2019, closing a stake of 66 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in MCHB in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 134 funds tracked by Wall St. Rank hold MCHB as of Q3 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Mechanics Bancorp position as of Q3 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 66 Mechanics Bancorp shares in Q3 2019, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Mechanics Bancorp in Q2 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Mechanics Bancorp position peaked at $2K in Q2 2019.
  • 134 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.