NFG
MBFI

Next Financial Group’s MB Financial Corp MBFI Stock Holding History

Next Financial Group’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
2014
Q4 		– Sell
-1,511
Closed -$42K – 2498
2014
Q3 		$42K Buy
+1,511
New +$42.2K 0.01% 1041

Other funds holding MBFI

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Next Financial Group's MBFI Position: Q4 2014 in Review

Next Financial Group sold out of MB Financial Corp (MBFI) in Q4 2014, closing a stake of 1,511 shares — an estimated $42K sold.

Next Financial Group first reported a position in MBFI in Q3 2014 and held it in 1 quarter. The position peaked at $42K in Q3 2014. 164 funds tracked by Wall St. Rank hold MBFI as of Q4 2014.

  • Next Financial Group reported no remaining MB Financial Corp position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 1,511 MB Financial Corp shares in Q4 2014, an estimated $42K.
  • Next Financial Group first reported a position in MB Financial Corp in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's MB Financial Corp position peaked at $42K in Q3 2014.
  • 164 funds tracked by Wall St. Rank held MB Financial Corp as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.