PWAG
MBTF

Polaris Wealth Advisory Group’s MBT Financial Corporation MBTF Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-1,800
Closed -$20K – 510
2018
Q3 		$20K Buy
+1,800
New +$20.1K ﹤0.01% 331
2018
Q2 		– Sell
-1,800
Closed -$19K – 455
2018
Q1 		$19K Buy
+1,800
New +$18.8K ﹤0.01% 301

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Polaris Wealth Advisory Group's MBTF Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of MBT Financial Corporation (MBTF) in Q4 2018, closing a stake of 1,800 shares — an estimated $20K sold.

Polaris Wealth Advisory Group first reported a position in MBTF in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 74 funds tracked by Wall St. Rank hold MBTF as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining MBT Financial Corporation position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,800 MBT Financial Corporation shares in Q4 2018, an estimated $20K.
  • Polaris Wealth Advisory Group first reported a position in MBT Financial Corporation in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's MBT Financial Corporation position peaked at $20K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held MBT Financial Corporation as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.