AI
MBTF

Atria Investments’s MBT Financial Corporation MBTF Stock Holding History

Atria Investments’s Portfolio MBTF Stock Details MBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-22,326
Closed -$95K – 477
2013
Q4 		$95K Hold
22,326
– – 0.01% 437
2013
Q3 		$86K Hold
22,326
– – 0.01% 442
2013
Q2 		$82K Buy
+22,326
New +$86.8K 0.01% 390

Other funds holding MBTF

CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
MBT
Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return
J
JWest Carmel, Indiana $110M AUM 27.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Atria Investments's MBTF Position: Q1 2014 in Review

Atria Investments sold out of MBT Financial Corporation (MBTF) in Q1 2014, closing a stake of 22,326 shares — an estimated $95K sold.

Atria Investments first reported a position in MBTF in Q2 2013 and held it in 3 quarters. The position peaked at $95K in Q4 2013. 48 funds tracked by Wall St. Rank hold MBTF as of Q1 2014.

  • Atria Investments reported no remaining MBT Financial Corporation position as of Q1 2014 after selling out during the quarter.
  • Atria Investments sold 22,326 MBT Financial Corporation shares in Q1 2014, an estimated $95K.
  • Atria Investments first reported a position in MBT Financial Corporation in Q2 2013 and held it in 3 quarters.
  • Atria Investments's MBT Financial Corporation position peaked at $95K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held MBT Financial Corporation as of Q1 2014.

Based on Atria Investments's 13F filing for Q1 2014, filed 12 May 2014.