RFA
MCHB

Reilly Financial Advisors’s Mechanics Bancorp MCHB Stock Holding History

Reilly Financial Advisors’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 		– Sell
-71
Closed -$2K – 861
2016
Q3 		$2K Buy
+71
New +$1.67K ﹤0.01% 753

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

Reilly Financial Advisors's MCHB Position: Q4 2016 in Review

Reilly Financial Advisors sold out of Mechanics Bancorp (MCHB) in Q4 2016, closing a stake of 71 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in MCHB in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 178 funds tracked by Wall St. Rank hold MCHB as of Q4 2016.

  • Reilly Financial Advisors reported no remaining Mechanics Bancorp position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 71 Mechanics Bancorp shares in Q4 2016, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Mechanics Bancorp in Q3 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's Mechanics Bancorp position peaked at $2K in Q3 2016.
  • 178 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.