Jacobs Levy Equity Management
MBFI

Jacobs Levy Equity Management’s MB Financial Corp MBFI Stock Holding History

Jacobs Levy Equity 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
Q2 		– Sell
-7,100
Closed -$287K – 1150
2018
Q1 		$287K Buy
7,100
+2,300
+48% +$99.6K ﹤0.01% 872
2017
Q4 		$214K Buy
+4,800
New +$217K ﹤0.01% 892
2013
Q4 		– Sell
-8,031
Closed -$227K – 1077
2013
Q3 		$227K Sell
8,031
-51,200
-86% -$1.44M ﹤0.01% 841
2013
Q2 		$1.59M Buy
+59,231
New +$1.48M 0.03% 470

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

Jacobs Levy Equity Management's MBFI Position: Q2 2018 in Review

Jacobs Levy Equity Management sold out of MB Financial Corp (MBFI) in Q2 2018, closing a stake of 7,100 shares — an estimated $287K sold.

Jacobs Levy Equity Management first reported a position in MBFI in Q2 2013 and held it in 4 quarters. The position peaked at $1.59M in Q2 2013. 213 funds tracked by Wall St. Rank hold MBFI as of Q2 2018.

  • Jacobs Levy Equity Management reported no remaining MB Financial Corp position as of Q2 2018 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 7,100 MB Financial Corp shares in Q2 2018, an estimated $287K.
  • Jacobs Levy Equity Management first reported a position in MB Financial Corp in Q2 2013 and held it in 4 quarters.
  • Jacobs Levy Equity Management's MB Financial Corp position peaked at $1.59M in Q2 2013.
  • 213 funds tracked by Wall St. Rank held MB Financial Corp as of Q2 2018.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2018, filed 14 Aug 2018.