Mission Wealth Management’s MB Financial Corp MBFI Stock Holding History

Mission Wealth 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
2019 Q1	–	Sell	-78,928	Closed	-$3.13M	–	323
2018 Q4	$3.13M	Hold	78,928	–	–	0.41%	37
2018 Q3	$3.64M	Hold	78,928	–	–	0.48%	33
2018 Q2	$3.69M	Hold	78,928	–	–	0.54%	29
2018 Q1	$3.19M	Hold	78,928	–	–	0.52%	28
2017 Q4	$3.51M	Sell	78,928 -4,798	-6%	-$216K	0.6%	28
2017 Q3	$3.77M	Hold	83,726	–	–	0.69%	23
2017 Q2	$3.69M	Buy	+83,726	New	+$3.57M	0.7%	24
2017 Q1	–	Sell	-83,726	Closed	-$3.95M	–	208
2016 Q4	$3.95M	Sell	83,726 -2,810	-3%	-$116K	0.79%	20
2016 Q3	$3.29M	Sell	86,536 -1,500	-2%	-$57.4K	0.8%	19
2016 Q2	$3.19M	Sell	88,036 -2,825	-3%	-$97.5K	0.85%	17
2016 Q1	$2.95M	Hold	90,861	–	–	0.79%	18
2015 Q4	$2.94M	Buy	+90,861	New	+$3.03M	0.83%	17
2015 Q3	–	Sell	-93,391	Closed	-$2.92M	–	161
2015 Q2	$2.92M	Buy	+93,391	New	+$3M	1%	18

Other funds holding MBFI

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Mission Wealth Management's MBFI Position: Q1 2019 in Review

Mission Wealth Management sold out of MB Financial Corp (MBFI) in Q1 2019, closing a stake of 78,928 shares — an estimated $3.13M sold.

Mission Wealth Management first reported a position in MBFI in Q2 2015 and held it in 13 quarters. The position peaked at $3.95M in Q4 2016. 2 funds tracked by Wall St. Rank hold MBFI as of Q1 2019.

Mission Wealth Management reported no remaining MB Financial Corp position as of Q1 2019 after selling out during the quarter.
Mission Wealth Management sold 78,928 MB Financial Corp shares in Q1 2019, an estimated $3.13M.
Mission Wealth Management first reported a position in MB Financial Corp in Q2 2015 and held it in 13 quarters.
Mission Wealth Management's MB Financial Corp position peaked at $3.95M in Q4 2016.
2 funds tracked by Wall St. Rank held MB Financial Corp as of Q1 2019.

Based on Mission Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.