PWPS
MCHB

Pinnacle Wealth Planning Services’s Mechanics Bancorp MCHB Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-46
Closed -$2K – 1048
2020
Q4 		$2K Buy
+46
New +$1.48K ﹤0.01% 1934

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's MCHB Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Mechanics Bancorp (MCHB) in Q1 2021, closing a stake of 46 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in MCHB in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 157 funds tracked by Wall St. Rank hold MCHB as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Mechanics Bancorp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 46 Mechanics Bancorp shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Mechanics Bancorp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Mechanics Bancorp position peaked at $2K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.