MPWT
MBFI

MassMutual Private Wealth & Trust’s MB Financial Corp MBFI Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-573
Closed -$26.4K – 1061
2018
Q3 		$26.4K Hold
573
– – ﹤0.01% 483
2018
Q2 		$26.8K Hold
573
– – ﹤0.01% 470
2018
Q1 		$23.2K Buy
+573
New +$24.8K ﹤0.01% 488

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

MassMutual Private Wealth & Trust's MBFI Position: Q4 2018 in Review

MassMutual Private Wealth & Trust sold out of MB Financial Corp (MBFI) in Q4 2018, closing a stake of 573 shares — an estimated $26.4K sold.

MassMutual Private Wealth & Trust first reported a position in MBFI in Q1 2018 and held it in 3 quarters. The position peaked at $26.8K in Q2 2018. 206 funds tracked by Wall St. Rank hold MBFI as of Q4 2018.

  • MassMutual Private Wealth & Trust reported no remaining MB Financial Corp position as of Q4 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 573 MB Financial Corp shares in Q4 2018, an estimated $26.4K.
  • MassMutual Private Wealth & Trust first reported a position in MB Financial Corp in Q1 2018 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's MB Financial Corp position peaked at $26.8K in Q2 2018.
  • 206 funds tracked by Wall St. Rank held MB Financial Corp as of Q4 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2018, filed 26 Feb 2019.