CPA
MBFI

Clear Perspective Advisors’s MB Financial Corp MBFI Stock Holding History

Clear Perspective 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
2017
Q3 		– Sell
-150
Closed -$7K – 537
2017
Q2 		$7K Buy
+150
New +$6.39K 0.01% 373

Other funds holding MBFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Clear Perspective Advisors's MBFI Position: Q3 2017 in Review

Clear Perspective Advisors sold out of MB Financial Corp (MBFI) in Q3 2017, closing a stake of 150 shares — an estimated $7K sold.

Clear Perspective Advisors first reported a position in MBFI in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 192 funds tracked by Wall St. Rank hold MBFI as of Q3 2017.

  • Clear Perspective Advisors reported no remaining MB Financial Corp position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 150 MB Financial Corp shares in Q3 2017, an estimated $7K.
  • Clear Perspective Advisors first reported a position in MB Financial Corp in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's MB Financial Corp position peaked at $7K in Q2 2017.
  • 192 funds tracked by Wall St. Rank held MB Financial Corp as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.