WCM
MBFI

Wealthcare Capital Management’s MB Financial Corp MBFI Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-13
Closed – – 966
2015
Q1 		$0 Buy
+13
New +$397 ﹤0.01% 1044

Other funds holding MBFI

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthcare Capital Management's MBFI Position: Q2 2015 in Review

Wealthcare Capital Management sold out of MB Financial Corp (MBFI) in Q2 2015, closing a stake of 13 shares.

Wealthcare Capital Management first reported a position in MBFI in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 158 funds tracked by Wall St. Rank hold MBFI as of Q2 2015.

  • Wealthcare Capital Management reported no remaining MB Financial Corp position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 13 MB Financial Corp shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in MB Financial Corp in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's MB Financial Corp position peaked at $0 in Q1 2015.
  • 158 funds tracked by Wall St. Rank held MB Financial Corp as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.