PMFA
MBTF

Plante Moran Financial Advisors’s MBT Financial Corporation MBTF Stock Holding History

Plante Moran Financial Advisors’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
2018
Q3 		– Sell
-943
Closed -$10K – 880
2018
Q2 		$10K Sell
943
-4,057
-81% -$42.8K 0.01% 549
2018
Q1 		$54K Buy
+5,000
New +$52.2K 0.03% 332

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Plante Moran Financial Advisors's MBTF Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of MBT Financial Corporation (MBTF) in Q3 2018, closing a stake of 943 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in MBTF in Q1 2018 and held it in 2 quarters. The position peaked at $54K in Q1 2018. 73 funds tracked by Wall St. Rank hold MBTF as of Q3 2018.

  • Plante Moran Financial Advisors reported no remaining MBT Financial Corporation position as of Q3 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 943 MBT Financial Corporation shares in Q3 2018, an estimated $10K.
  • Plante Moran Financial Advisors first reported a position in MBT Financial Corporation in Q1 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's MBT Financial Corporation position peaked at $54K in Q1 2018.
  • 73 funds tracked by Wall St. Rank held MBT Financial Corporation as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.