AG
MFSF

Advisor Group’s MutualFirst Financial Inc MFSF Stock Holding History

Advisor Group’s Portfolio MFSF Stock Details MFSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$221K Sell
5,577
-219
-4% -$8.08K ﹤0.01% 2323
2019
Q3 		$183K Hold
5,796
– – ﹤0.01% 2387
2019
Q2 		$197K Buy
5,796
+4,556
+367% +$138K ﹤0.01% 2329
2019
Q1 		$37K Buy
1,240
+748
+152% +$22K ﹤0.01% 3595
2018
Q4 		$13K Buy
+492
New +$16.7K ﹤0.01% 4081
2018
Q2 		– Sell
-316
Closed -$11K – 5126
2018
Q1 		$11K Sell
316
-3,000
-90% -$110K ﹤0.01% 4044
2017
Q4 		$128K Buy
3,316
+812
+32% +$31.4K ﹤0.01% 2373
2017
Q3 		$96K Sell
2,504
-1,435
-36% -$50.4K ﹤0.01% 2449
2017
Q2 		$141K Buy
+3,939
New +$132K ﹤0.01% 2041

Other funds holding MFSF

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DAM
DLD Asset Management New York $1.1B AUM 4.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Advisor Group's MFSF Position: Q4 2019 in Review

Advisor Group reduced its MutualFirst Financial Inc (MFSF) stake by 3.8% in Q4 2019, selling an estimated $8.08K and leaving 5,577 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Advisor Group first reported a position in MFSF in Q2 2017 and has held it in 9 quarters since. 66 funds tracked by Wall St. Rank hold MFSF as of Q4 2019.

  • Advisor Group held 5,577 shares of MutualFirst Financial Inc worth $221K as of Q4 2019.
  • Advisor Group sold 219 MutualFirst Financial Inc shares in Q4 2019, an estimated $8.08K.
  • MutualFirst Financial Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2323 holding.
  • Advisor Group first reported a position in MutualFirst Financial Inc in Q2 2017 and has held it in 9 quarters since.
  • 66 funds tracked by Wall St. Rank held MutualFirst Financial Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.