RA
MBFI

Rational Advisors’s MB Financial Corp MBFI Stock Holding History

Rational Advisors’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
2016
Q4 		– Sell
-5,100
Closed -$194K – 329
2016
Q3 		$194K Hold
5,100
– – 0.13% 127
2016
Q2 		$185K Hold
5,100
– – 0.13% 109
2016
Q1 		$165K Buy
+5,100
New +$158K 0.11% 160

Other funds holding MBFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Rational Advisors's MBFI Position: Q4 2016 in Review

Rational Advisors sold out of MB Financial Corp (MBFI) in Q4 2016, closing a stake of 5,100 shares — an estimated $194K sold.

Rational Advisors first reported a position in MBFI in Q1 2016 and held it in 3 quarters. The position peaked at $194K in Q3 2016. 204 funds tracked by Wall St. Rank hold MBFI as of Q4 2016.

  • Rational Advisors reported no remaining MB Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 5,100 MB Financial Corp shares in Q4 2016, an estimated $194K.
  • Rational Advisors first reported a position in MB Financial Corp in Q1 2016 and held it in 3 quarters.
  • Rational Advisors's MB Financial Corp position peaked at $194K in Q3 2016.
  • 204 funds tracked by Wall St. Rank held MB Financial Corp as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.