SWP
MBFI

Stratos Wealth Partners’s MB Financial Corp MBFI Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-55
Closed -$3K – 2942
2018
Q3 		$3K Buy
+55
New +$2.64K ﹤0.01% 2660
2018
Q2 		– Sell
-55
Closed -$2K – 3027
2018
Q1 		$2K Buy
55
+1
+2% +$43 ﹤0.01% 2936
2017
Q4 		$2K Buy
+54
New +$2.44K ﹤0.01% 2664

Other funds holding MBFI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Stratos Wealth Partners's MBFI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of MB Financial Corp (MBFI) in Q4 2018, closing a stake of 55 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in MBFI in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 206 funds tracked by Wall St. Rank hold MBFI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining MB Financial Corp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 55 MB Financial Corp shares in Q4 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in MB Financial Corp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's MB Financial Corp position peaked at $3K in Q3 2018.
  • 206 funds tracked by Wall St. Rank held MB Financial Corp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.