Jones Financial Companies
MBTF

Jones Financial Companies’s MBT Financial Corporation MBTF Stock Holding History

Jones Financial Companies’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
2016
Q2 		– Sell
-15,000
Closed -$121K – 224
2016
Q1 		$121K Buy
+15,000
New +$116K ﹤0.01% 216

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
MBT
Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies's MBTF Position: Q2 2016 in Review

Jones Financial Companies sold out of MBT Financial Corporation (MBTF) in Q2 2016, closing a stake of 15,000 shares — an estimated $121K sold.

Jones Financial Companies first reported a position in MBTF in Q1 2016 and held it in 1 quarter. The position peaked at $121K in Q1 2016. 65 funds tracked by Wall St. Rank hold MBTF as of Q2 2016.

  • Jones Financial Companies reported no remaining MBT Financial Corporation position as of Q2 2016 after selling out during the quarter.
  • Jones Financial Companies sold 15,000 MBT Financial Corporation shares in Q2 2016, an estimated $121K.
  • Jones Financial Companies first reported a position in MBT Financial Corporation in Q1 2016 and held it in 1 quarter.
  • Jones Financial Companies's MBT Financial Corporation position peaked at $121K in Q1 2016.
  • 65 funds tracked by Wall St. Rank held MBT Financial Corporation as of Q2 2016.

Based on Jones Financial Companies's 13F filing for Q2 2016, filed 15 Aug 2016.