Capstone Investment Advisors
MBFI

Capstone Investment Advisors’s MB Financial Corp MBFI Stock Holding History

Capstone Investment 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
2018
Q1 		– Sell
-8,300
Closed -$369K – 609
2017
Q4 		$369K Buy
+8,300
New +$374K 0.01% 326
2016
Q4 		– Sell
-19,000
Closed -$722K – 1188
2016
Q3 		$722K Buy
+19,000
New +$727K 0.02% 446

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Investment Advisors's MBFI Position: Q1 2018 in Review

Capstone Investment Advisors sold out of MB Financial Corp (MBFI) in Q1 2018, closing a stake of 8,300 shares — an estimated $369K sold.

Capstone Investment Advisors first reported a position in MBFI in Q3 2016 and held it in 2 quarters. The position peaked at $722K in Q3 2016. 219 funds tracked by Wall St. Rank hold MBFI as of Q1 2018.

  • Capstone Investment Advisors reported no remaining MB Financial Corp position as of Q1 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,300 MB Financial Corp shares in Q1 2018, an estimated $369K.
  • Capstone Investment Advisors first reported a position in MB Financial Corp in Q3 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's MB Financial Corp position peaked at $722K in Q3 2016.
  • 219 funds tracked by Wall St. Rank held MB Financial Corp as of Q1 2018.

Based on Capstone Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.