BRWA
MBFI

B. Riley Wealth Advisors’s MB Financial Corp MBFI Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-5
Closed – – 2332
2014
Q4 		$0 Buy
+5
New +$152 ﹤0.01% 3788

Other funds holding MBFI

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
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

B. Riley Wealth Advisors's MBFI Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of MB Financial Corp (MBFI) in Q1 2015, closing a stake of 5 shares.

B. Riley Wealth Advisors first reported a position in MBFI in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 157 funds tracked by Wall St. Rank hold MBFI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining MB Financial Corp position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5 MB Financial Corp shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in MB Financial Corp in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's MB Financial Corp position peaked at $0 in Q4 2014.
  • 157 funds tracked by Wall St. Rank held MB Financial Corp as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.