Creative Planning’s MB Financial Corp MBFI Stock Holding History

Creative Planning’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
2016 Q4	–	Sell	-7,275	Closed	-$277K	–	4983
2016 Q3	$277K	Buy	+7,275	New	+$278K	﹤0.01%	1220

Other funds holding MBFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Creative Planning's MBFI Position: Q4 2016 in Review

Creative Planning sold out of MB Financial Corp (MBFI) in Q4 2016, closing a stake of 7,275 shares — an estimated $277K sold.

Creative Planning first reported a position in MBFI in Q3 2016 and held it in 1 quarter. The position peaked at $277K in Q3 2016. 204 funds tracked by Wall St. Rank hold MBFI as of Q4 2016.

Creative Planning reported no remaining MB Financial Corp position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 7,275 MB Financial Corp shares in Q4 2016, an estimated $277K.
Creative Planning first reported a position in MB Financial Corp in Q3 2016 and held it in 1 quarter.
Creative Planning's MB Financial Corp position peaked at $277K in Q3 2016.
204 funds tracked by Wall St. Rank held MB Financial Corp as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.