WAM
MCHB

Wealthspire Advisors (Maryland)’s Mechanics Bancorp MCHB Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-76
Closed -$2K – 1124
2019
Q1 		$2K Buy
76
+30
+65% +$779 ﹤0.01% 2156
2018
Q4 		$1K Sell
46
-70
-60% -$1.77K ﹤0.01% 2274
2018
Q3 		$3K Buy
116
+12
+12% +$346 ﹤0.01% 2032
2018
Q2 		$3K Buy
104
+49
+89% +$1.35K ﹤0.01% 2007
2018
Q1 		$2K Buy
55
+16
+41% +$476 ﹤0.01% 2172
2017
Q4 		$1K Buy
+39
New +$1.13K ﹤0.01% 2284

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MCHB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Mechanics Bancorp (MCHB) in Q2 2019, closing a stake of 76 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in MCHB in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2018. 131 funds tracked by Wall St. Rank hold MCHB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Mechanics Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 76 Mechanics Bancorp shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Mechanics Bancorp in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Mechanics Bancorp position peaked at $3K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.