AWM
MBFI

Avior Wealth Management’s MB Financial Corp MBFI Stock Holding History

Avior Wealth Management’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
Q4 		– Sell
-1,940
Closed -$89K – 793
2018
Q3 		$89K Sell
1,940
-990
-34% -$47.6K 0.02% 446
2018
Q2 		$137K Sell
2,930
-1,603
-35% -$73.3K 0.03% 413
2018
Q1 		$183K Sell
4,533
-308
-6% -$13.3K 0.04% 338
2017
Q4 		$216K Buy
+4,841
New +$218K 0.05% 312

Other funds holding MBFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Avior Wealth Management's MBFI Position: Q4 2018 in Review

Avior Wealth Management sold out of MB Financial Corp (MBFI) in Q4 2018, closing a stake of 1,940 shares — an estimated $89K sold.

Avior Wealth Management first reported a position in MBFI in Q4 2017 and held it in 4 quarters. The position peaked at $216K in Q4 2017. 206 funds tracked by Wall St. Rank hold MBFI as of Q4 2018.

  • Avior Wealth Management reported no remaining MB Financial Corp position as of Q4 2018 after selling out during the quarter.
  • Avior Wealth Management sold 1,940 MB Financial Corp shares in Q4 2018, an estimated $89K.
  • Avior Wealth Management first reported a position in MB Financial Corp in Q4 2017 and held it in 4 quarters.
  • Avior Wealth Management's MB Financial Corp position peaked at $216K in Q4 2017.
  • 206 funds tracked by Wall St. Rank held MB Financial Corp as of Q4 2018.

Based on Avior Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.