Alpine Woods Capital Investors’s MidWestOne Financial Group MOFG Stock Holding History

Alpine Woods Capital Investors’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 Q1	–	Sell	-9,000	Closed	-$223K	–	278
2018 Q4	$223K	Sell	9,000 -500	-5%	-$14.7K	0.05%	237
2018 Q3	$316K	Hold	9,500	–	–	0.07%	190
2018 Q2	$321K	Buy	9,500 +1,500	+19%	+$49.8K	0.07%	176
2018 Q1	$266K	Buy	+8,000	New	+$264K	0.01%	356
2017 Q4	–	Sell	-6,000	Closed	-$203K	–	461
2017 Q3	$203K	Hold	6,000	–	–	0.01%	422
2017 Q2	$203K	Buy	+6,000	New	+$209K	0.01%	417
2017 Q1	–	Sell	-5,500	Closed	-$207K	–	471
2016 Q4	$207K	Buy	+5,500	New	+$183K	0.01%	409

Other funds holding MOFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

FCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alpine Woods Capital Investors's MOFG Position: Q1 2019 in Review

Alpine Woods Capital Investors sold out of MidWestOne Financial Group (MOFG) in Q1 2019, closing a stake of 9,000 shares — an estimated $223K sold.

Alpine Woods Capital Investors first reported a position in MOFG in Q4 2016 and held it in 7 quarters. The position peaked at $321K in Q2 2018. 83 funds tracked by Wall St. Rank hold MOFG as of Q1 2019.

Alpine Woods Capital Investors reported no remaining MidWestOne Financial Group position as of Q1 2019 after selling out during the quarter.
Alpine Woods Capital Investors sold 9,000 MidWestOne Financial Group shares in Q1 2019, an estimated $223K.
Alpine Woods Capital Investors first reported a position in MidWestOne Financial Group in Q4 2016 and held it in 7 quarters.
Alpine Woods Capital Investors's MidWestOne Financial Group position peaked at $321K in Q2 2018.
83 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2019.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2019, filed 6 May 2019.