APP
MBFI

Avantax Planning Partners’s MB Financial Corp MBFI Stock Holding History

Avantax Planning Partners’s Portfolio MBFI Stock Details MBFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-436
Closed -$18K – 1782
2018
Q1 		$18K Buy
+436
New +$18.9K ﹤0.01% 826

Other funds holding MBFI

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Avantax Planning Partners's MBFI Position: Q2 2018 in Review

Avantax Planning Partners sold out of MB Financial Corp (MBFI) in Q2 2018, closing a stake of 436 shares — an estimated $18K sold.

Avantax Planning Partners first reported a position in MBFI in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 213 funds tracked by Wall St. Rank hold MBFI as of Q2 2018.

  • Avantax Planning Partners reported no remaining MB Financial Corp position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 436 MB Financial Corp shares in Q2 2018, an estimated $18K.
  • Avantax Planning Partners first reported a position in MB Financial Corp in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's MB Financial Corp position peaked at $18K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held MB Financial Corp as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.