IA
MBFI

IFP Advisors’s MB Financial Corp MBFI Stock Holding History

IFP 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
Q2 		– Sell
-218
Closed -$10K – 4184
2018
Q1 		$10K Hold
218
– – ﹤0.01% 2816
2017
Q4 		$10K Sell
218
-9,104
-98% -$411K ﹤0.01% 2859
2017
Q3 		$420K Buy
9,322
+72
+0.8% +$2.98K 0.02% 765
2017
Q2 		$407K Hold
9,250
– – 0.02% 761
2017
Q1 		$396K Hold
9,250
– – 0.02% 783
2016
Q4 		$437K Hold
9,250
– – 0.02% 676
2016
Q3 		$352K Hold
9,250
– – 0.02% 729
2016
Q2 		$336K Buy
+9,250
New +$319K 0.02% 728
2016
Q1 		– Sell
-8,049
Closed -$261K – 3854
2015
Q4 		$261K Buy
+8,049
New +$268K 0.02% 726

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

IFP Advisors's MBFI Position: Q2 2018 in Review

IFP Advisors sold out of MB Financial Corp (MBFI) in Q2 2018, closing a stake of 218 shares — an estimated $10K sold.

IFP Advisors first reported a position in MBFI in Q4 2015 and held it in 9 quarters. The position peaked at $437K in Q4 2016. 213 funds tracked by Wall St. Rank hold MBFI as of Q2 2018.

  • IFP Advisors reported no remaining MB Financial Corp position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 218 MB Financial Corp shares in Q2 2018, an estimated $10K.
  • IFP Advisors first reported a position in MB Financial Corp in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's MB Financial Corp position peaked at $437K in Q4 2016.
  • 213 funds tracked by Wall St. Rank held MB Financial Corp as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.