WA
MBFI

WealthTrust-Arizona’s MB Financial Corp MBFI Stock Holding History

WealthTrust-Arizona’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
2013
Q3 		– Sell
-56
Closed -$2K – 679
2013
Q2 		$2K Buy
+56
New +$1.4K ﹤0.01% 549

Other funds holding MBFI

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WealthTrust-Arizona's MBFI Position: Q3 2013 in Review

WealthTrust-Arizona sold out of MB Financial Corp (MBFI) in Q3 2013, closing a stake of 56 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in MBFI in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 160 funds tracked by Wall St. Rank hold MBFI as of Q3 2013.

  • WealthTrust-Arizona reported no remaining MB Financial Corp position as of Q3 2013 after selling out during the quarter.
  • WealthTrust-Arizona sold 56 MB Financial Corp shares in Q3 2013, an estimated $2K.
  • WealthTrust-Arizona first reported a position in MB Financial Corp in Q2 2013 and held it in 1 quarter.
  • WealthTrust-Arizona's MB Financial Corp position peaked at $2K in Q2 2013.
  • 160 funds tracked by Wall St. Rank held MB Financial Corp as of Q3 2013.

Based on WealthTrust-Arizona's 13F filing for Q3 2013, filed 23 Oct 2013.