GWS
MBTF

Glassman Wealth Services’s MBT Financial Corporation MBTF Stock Holding History

Glassman Wealth Services’s Portfolio MBTF Stock Details MBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-19
Closed – – 1536
2019
Q1 		$0 Hold
19
– – ﹤0.01% 1285
2018
Q4 		$0 Hold
19
– – ﹤0.01% 1075
2018
Q3 		$0 Hold
19
– – ﹤0.01% 1025
2018
Q2 		$0 Buy
+19
New +$200 ﹤0.01% 1024

Other funds holding MBTF

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Glassman Wealth Services's MBTF Position: Q2 2019 in Review

Glassman Wealth Services sold out of MBT Financial Corporation (MBTF) in Q2 2019, closing a stake of 19 shares.

Glassman Wealth Services first reported a position in MBTF in Q2 2018 and held it in 4 quarters. The position peaked at $0 in Q1 2019. 70 funds tracked by Wall St. Rank hold MBTF as of Q2 2019.

  • Glassman Wealth Services reported no remaining MBT Financial Corporation position as of Q2 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 19 MBT Financial Corporation shares in Q2 2019.
  • Glassman Wealth Services first reported a position in MBT Financial Corporation in Q2 2018 and held it in 4 quarters.
  • Glassman Wealth Services's MBT Financial Corporation position peaked at $0 in Q1 2019.
  • 70 funds tracked by Wall St. Rank held MBT Financial Corporation as of Q2 2019.

Based on Glassman Wealth Services's 13F filing for Q2 2019, filed 8 Aug 2019.