Advisor Group’s MidWestOne Financial Group MOFG Stock Holding History

Advisor Group’s Portfolio MOFG Stock Details MOFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$40K	Buy	+1,097	New	+$36.6K	﹤0.01%	3562
2019 Q2	–	Sell	-187	Closed	-$5K	–	5309
2019 Q1	$5K	Hold	187	–	–	﹤0.01%	4694
2018 Q4	$5K	Sell	187 -5	-3%	-$147	﹤0.01%	4520
2018 Q3	$6K	Sell	192 -35	-15%	-$1.17K	﹤0.01%	4517
2018 Q2	$8K	Hold	227	–	–	﹤0.01%	4181
2018 Q1	$8K	Buy	227 +130	+134%	+$4.29K	﹤0.01%	4206
2017 Q4	$3K	Hold	97	–	–	﹤0.01%	4577
2017 Q3	$3K	Hold	97	–	–	﹤0.01%	4431
2017 Q2	$3K	Sell	97 -50	-34%	-$1.74K	﹤0.01%	4417
2017 Q1	$5K	Buy	+147	New	+$5.29K	﹤0.01%	4115

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's MOFG Position: Q4 2019 in Review

Advisor Group opened a new position in MidWestOne Financial Group (MOFG) in Q4 2019: 1,097 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #3562 among its holdings. This is a return to the name: Advisor Group previously reported a position in MOFG as recently as Q1 2019.

Advisor Group first reported a position in MOFG in Q1 2017 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold MOFG as of Q4 2019.

Advisor Group held 1,097 shares of MidWestOne Financial Group worth $40K as of Q4 2019.
MidWestOne Financial Group was a new Advisor Group position in Q4 2019.
MidWestOne Financial Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3562 holding.
Advisor Group first reported a position in MidWestOne Financial Group in Q1 2017 and has held it in 10 quarters since.
90 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2019.

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