UFF
MBFI

USA Financial Formulas’s MB Financial Corp MBFI Stock Holding History

USA Financial Formulas’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
2017
Q1 		– Sell
-5,950
Closed -$281K – 372
2016
Q4 		$281K Buy
+5,950
New +$246K 0.07% 197

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USA Financial Formulas's MBFI Position: Q1 2017 in Review

USA Financial Formulas sold out of MB Financial Corp (MBFI) in Q1 2017, closing a stake of 5,950 shares — an estimated $281K sold.

USA Financial Formulas first reported a position in MBFI in Q4 2016 and held it in 1 quarter. The position peaked at $281K in Q4 2016. 191 funds tracked by Wall St. Rank hold MBFI as of Q1 2017.

  • USA Financial Formulas reported no remaining MB Financial Corp position as of Q1 2017 after selling out during the quarter.
  • USA Financial Formulas sold 5,950 MB Financial Corp shares in Q1 2017, an estimated $281K.
  • USA Financial Formulas first reported a position in MB Financial Corp in Q4 2016 and held it in 1 quarter.
  • USA Financial Formulas's MB Financial Corp position peaked at $281K in Q4 2016.
  • 191 funds tracked by Wall St. Rank held MB Financial Corp as of Q1 2017.

Based on USA Financial Formulas's 13F filing for Q1 2017, filed 15 May 2017.