SKK
MCHB

Shepherd Kaplan Krochuk’s Mechanics Bancorp MCHB Stock Holding History

Shepherd Kaplan Krochuk’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
2015
Q3 		– Sell
-9,443
Closed -$215K – 418
2015
Q2 		$215K Buy
+9,443
New +$204K 0.04% 290

Other funds holding MCHB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

Shepherd Kaplan Krochuk's MCHB Position: Q3 2015 in Review

Shepherd Kaplan Krochuk sold out of Mechanics Bancorp (MCHB) in Q3 2015, closing a stake of 9,443 shares — an estimated $215K sold.

Shepherd Kaplan Krochuk first reported a position in MCHB in Q2 2015 and held it in 1 quarter. The position peaked at $215K in Q2 2015. 119 funds tracked by Wall St. Rank hold MCHB as of Q3 2015.

  • Shepherd Kaplan Krochuk reported no remaining Mechanics Bancorp position as of Q3 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 9,443 Mechanics Bancorp shares in Q3 2015, an estimated $215K.
  • Shepherd Kaplan Krochuk first reported a position in Mechanics Bancorp in Q2 2015 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Mechanics Bancorp position peaked at $215K in Q2 2015.
  • 119 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2015, filed 16 Nov 2015.