CAM
MBFI

Congress Asset Management’s MB Financial Corp MBFI Stock Holding History

Congress Asset 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
-57,983
Closed -$2.67M – 385
2018
Q3 		$2.67M Sell
57,983
-49,060
-46% -$2.36M 0.03% 257
2018
Q2 		$5M Sell
107,043
-3,200
-3% -$146K 0.07% 172
2018
Q1 		$4.46M Buy
110,243
+2,278
+2% +$98.6K 0.06% 187
2017
Q4 		$4.81M Buy
107,965
+24,100
+29% +$1.09M 0.07% 169
2017
Q3 		$3.78M Buy
+83,865
New +$3.47M 0.06% 197

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

Congress Asset Management's MBFI Position: Q4 2018 in Review

Congress Asset Management sold out of MB Financial Corp (MBFI) in Q4 2018, closing a stake of 57,983 shares — an estimated $2.67M sold.

Congress Asset Management first reported a position in MBFI in Q3 2017 and held it in 5 quarters. The position peaked at $5M in Q2 2018. 206 funds tracked by Wall St. Rank hold MBFI as of Q4 2018.

  • Congress Asset Management reported no remaining MB Financial Corp position as of Q4 2018 after selling out during the quarter.
  • Congress Asset Management sold 57,983 MB Financial Corp shares in Q4 2018, an estimated $2.67M.
  • Congress Asset Management first reported a position in MB Financial Corp in Q3 2017 and held it in 5 quarters.
  • Congress Asset Management's MB Financial Corp position peaked at $5M in Q2 2018.
  • 206 funds tracked by Wall St. Rank held MB Financial Corp as of Q4 2018.

Based on Congress Asset Management's 13F filing for Q4 2018, filed 25 Jan 2019.