W
MBFI

Wealthfront’s MB Financial Corp MBFI Stock Holding History

Wealthfront’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
Q4 		– Sell
-624
Closed -$20K – 1233
2015
Q3 		$20K Buy
624
+486
+352% +$16.2K ﹤0.01% 762
2015
Q2 		$5K Buy
138
+93
+207% +$2.99K ﹤0.01% 1066
2015
Q1 		$1K Buy
45
+44
+4,400% +$1.34K ﹤0.01% 1165
2014
Q4 		$0 Buy
+1
New +$30 ﹤0.01% 1097

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's MBFI Position: Q4 2015 in Review

Wealthfront sold out of MB Financial Corp (MBFI) in Q4 2015, closing a stake of 624 shares — an estimated $20K sold.

Wealthfront first reported a position in MBFI in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q3 2015. 166 funds tracked by Wall St. Rank hold MBFI as of Q4 2015.

  • Wealthfront reported no remaining MB Financial Corp position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 624 MB Financial Corp shares in Q4 2015, an estimated $20K.
  • Wealthfront first reported a position in MB Financial Corp in Q4 2014 and held it in 4 quarters.
  • Wealthfront's MB Financial Corp position peaked at $20K in Q3 2015.
  • 166 funds tracked by Wall St. Rank held MB Financial Corp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.