WAM
MBFI

Wealthspire Advisors (Maryland)’s MB Financial Corp MBFI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Sell
-9
Closed – – 2662
2018
Q4 		$0 Hold
9
– – ﹤0.01% 2656
2018
Q3 		$0 Hold
9
– – ﹤0.01% 2602
2018
Q2 		$0 Hold
9
– – ﹤0.01% 2676
2018
Q1 		$0 Buy
9
+2
+29% +$87 ﹤0.01% 2721
2017
Q4 		$0 Buy
+7
New +$316 ﹤0.01% 2627

Other funds holding MBFI

OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Wealthspire Advisors (Maryland)'s MBFI Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of MB Financial Corp (MBFI) in Q1 2019, closing a stake of 9 shares.

Wealthspire Advisors (Maryland) first reported a position in MBFI in Q4 2017 and held it in 5 quarters. The position peaked at $0 in Q4 2018. 2 funds tracked by Wall St. Rank hold MBFI as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining MB Financial Corp position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9 MB Financial Corp shares in Q1 2019.
  • Wealthspire Advisors (Maryland) first reported a position in MB Financial Corp in Q4 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s MB Financial Corp position peaked at $0 in Q4 2018.
  • 2 funds tracked by Wall St. Rank held MB Financial Corp as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.