ASN
MOFG

Advisory Services Network’s MidWestOne Financial Group MOFG Stock Holding History

Advisory Services Network’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
2020
Q4 		– Sell
-228
Closed -$5.2K – 3537
2020
Q3 		$4K Buy
+228
New +$4.3K ﹤0.01% 2863

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Advisory Services Network's MOFG Position: Q4 2020 in Review

Advisory Services Network sold out of MidWestOne Financial Group (MOFG) in Q4 2020, closing a stake of 228 shares — an estimated $5.2K sold.

Advisory Services Network first reported a position in MOFG in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 81 funds tracked by Wall St. Rank hold MOFG as of Q4 2020.

  • Advisory Services Network reported no remaining MidWestOne Financial Group position as of Q4 2020 after selling out during the quarter.
  • Advisory Services Network sold 228 MidWestOne Financial Group shares in Q4 2020, an estimated $5.2K.
  • Advisory Services Network first reported a position in MidWestOne Financial Group in Q3 2020 and held it in 1 quarter.
  • Advisory Services Network's MidWestOne Financial Group position peaked at $4K in Q3 2020.
  • 81 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.