WRF
MBFI

Waddell & Reed Financial’s MB Financial Corp MBFI Stock Holding History

Waddell & Reed Financial’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
-179,400
Closed -$8.47M – 604
2016
Q4 		$8.47M Buy
+179,400
New +$7.43M 0.02% 428

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 $4.34B AUM 37.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waddell & Reed Financial's MBFI Position: Q1 2017 in Review

Waddell & Reed Financial sold out of MB Financial Corp (MBFI) in Q1 2017, closing a stake of 179,400 shares — an estimated $8.47M sold.

Waddell & Reed Financial first reported a position in MBFI in Q4 2016 and held it in 1 quarter. The position peaked at $8.47M in Q4 2016. 191 funds tracked by Wall St. Rank hold MBFI as of Q1 2017.

  • Waddell & Reed Financial reported no remaining MB Financial Corp position as of Q1 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 179,400 MB Financial Corp shares in Q1 2017, an estimated $8.47M.
  • Waddell & Reed Financial first reported a position in MB Financial Corp in Q4 2016 and held it in 1 quarter.
  • Waddell & Reed Financial's MB Financial Corp position peaked at $8.47M in Q4 2016.
  • 191 funds tracked by Wall St. Rank held MB Financial Corp as of Q1 2017.

Based on Waddell & Reed Financial's 13F filing for Q1 2017, filed 15 May 2017.