BA
MBFI

Broadview Advisors’s MB Financial Corp MBFI Stock Holding History

Broadview 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
2013
Q4 		– Sell
-57,450
Closed -$1.62M – 111
2013
Q3 		$1.62M Hold
57,450
– – 0.19% 82
2013
Q2 		$1.54M Buy
+57,450
New +$1.44M 0.22% 82

Other funds holding MBFI

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Broadview Advisors's MBFI Position: Q4 2013 in Review

Broadview Advisors sold out of MB Financial Corp (MBFI) in Q4 2013, closing a stake of 57,450 shares — an estimated $1.62M sold.

Broadview Advisors first reported a position in MBFI in Q2 2013 and held it in 2 quarters. The position peaked at $1.62M in Q3 2013. 154 funds tracked by Wall St. Rank hold MBFI as of Q4 2013.

  • Broadview Advisors reported no remaining MB Financial Corp position as of Q4 2013 after selling out during the quarter.
  • Broadview Advisors sold 57,450 MB Financial Corp shares in Q4 2013, an estimated $1.62M.
  • Broadview Advisors first reported a position in MB Financial Corp in Q2 2013 and held it in 2 quarters.
  • Broadview Advisors's MB Financial Corp position peaked at $1.62M in Q3 2013.
  • 154 funds tracked by Wall St. Rank held MB Financial Corp as of Q4 2013.

Based on Broadview Advisors's 13F filing for Q4 2013, filed 12 Feb 2014.