KCM
MBFI

Kennedy Capital Management’s MB Financial Corp MBFI Stock Holding History

Kennedy Capital 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
Q1 		– Sell
-38,248
Closed -$1.7M – 787
2017
Q4 		$1.7M Sell
38,248
-45,813
-54% -$2.07M 0.03% 631
2017
Q3 		$3.78M Sell
84,061
-7,900
-9% -$327K 0.07% 503
2017
Q2 		$4.05M Buy
+91,961
New +$3.92M 0.08% 463
2013
Q4 		– Sell
-82,194
Closed -$2.32M – 805
2013
Q3 		$2.32M Hold
82,194
– – 0.04% 516
2013
Q2 		$2.2M Buy
+82,194
New +$2.06M 0.04% 515

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kennedy Capital Management's MBFI Position: Q1 2018 in Review

Kennedy Capital Management sold out of MB Financial Corp (MBFI) in Q1 2018, closing a stake of 38,248 shares — an estimated $1.7M sold.

Kennedy Capital Management first reported a position in MBFI in Q2 2013 and held it in 5 quarters. The position peaked at $4.05M in Q2 2017. 219 funds tracked by Wall St. Rank hold MBFI as of Q1 2018.

  • Kennedy Capital Management reported no remaining MB Financial Corp position as of Q1 2018 after selling out during the quarter.
  • Kennedy Capital Management sold 38,248 MB Financial Corp shares in Q1 2018, an estimated $1.7M.
  • Kennedy Capital Management first reported a position in MB Financial Corp in Q2 2013 and held it in 5 quarters.
  • Kennedy Capital Management's MB Financial Corp position peaked at $4.05M in Q2 2017.
  • 219 funds tracked by Wall St. Rank held MB Financial Corp as of Q1 2018.

Based on Kennedy Capital Management's 13F filing for Q1 2018, filed 14 May 2018.