SVA Wealth Management’s MB Financial Corp MBFI Stock Holding History

SVA Wealth Management’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 Q2	–	Sell	-4,729	Closed	-$213K	–	235
2018 Q1	$213K	Hold	4,729	–	–	0.03%	199
2017 Q4	$211K	Hold	4,729	–	–	0.02%	196
2017 Q3	$213K	Buy	+4,729	New	+$196K	0.03%	199

Other funds holding MBFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

SVA Wealth Management's MBFI Position: Q2 2018 in Review

SVA Wealth Management sold out of MB Financial Corp (MBFI) in Q2 2018, closing a stake of 4,729 shares — an estimated $213K sold.

SVA Wealth Management first reported a position in MBFI in Q3 2017 and held it in 3 quarters. The position peaked at $213K in Q1 2018. 213 funds tracked by Wall St. Rank hold MBFI as of Q2 2018.

SVA Wealth Management reported no remaining MB Financial Corp position as of Q2 2018 after selling out during the quarter.
SVA Wealth Management sold 4,729 MB Financial Corp shares in Q2 2018, an estimated $213K.
SVA Wealth Management first reported a position in MB Financial Corp in Q3 2017 and held it in 3 quarters.
SVA Wealth Management's MB Financial Corp position peaked at $213K in Q1 2018.
213 funds tracked by Wall St. Rank held MB Financial Corp as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.