AR
MOFG

Advisory Research’s MidWestOne Financial Group MOFG Stock Holding History

Advisory Research’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
2014
Q2 		– Sell
-36,034
Closed -$909K – 546
2014
Q1 		$909K Sell
36,034
-10,302
-22% -$261K 0.01% 254
2013
Q4 		$1.26M Sell
46,336
-11,494
-20% -$303K 0.01% 226
2013
Q3 		$1.49M Hold
57,830
– – 0.02% 218
2013
Q2 		$1.39M Buy
+57,830
New +$1.37M 0.02% 220

Other funds holding MOFG

AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's MOFG Position: Q2 2014 in Review

Advisory Research sold out of MidWestOne Financial Group (MOFG) in Q2 2014, closing a stake of 36,034 shares — an estimated $909K sold.

Advisory Research first reported a position in MOFG in Q2 2013 and held it in 4 quarters. The position peaked at $1.49M in Q3 2013. 51 funds tracked by Wall St. Rank hold MOFG as of Q2 2014.

  • Advisory Research reported no remaining MidWestOne Financial Group position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 36,034 MidWestOne Financial Group shares in Q2 2014, an estimated $909K.
  • Advisory Research first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 4 quarters.
  • Advisory Research's MidWestOne Financial Group position peaked at $1.49M in Q3 2013.
  • 51 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.