AI
MOFG

Analytic Investors’s MidWestOne Financial Group MOFG Stock Holding History

Analytic 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
2016
Q3 		$278K Hold
9,144
– – ﹤0.01% 544
2016
Q2 		$261K Hold
9,144
– – ﹤0.01% 551
2016
Q1 		$251K Buy
+9,144
New +$249K ﹤0.01% 556
2015
Q3 		– Sell
-6,437
Closed -$212K – 607
2015
Q2 		$212K Buy
+6,437
New +$193K ﹤0.01% 532

Other funds holding MOFG

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Analytic Investors's MOFG Position: Q3 2016 in Review

Analytic Investors held its MidWestOne Financial Group (MOFG) position steady in Q3 2016 at 9,144 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Analytic Investors first reported a position in MOFG in Q2 2015 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold MOFG as of Q3 2016.

  • Analytic Investors held 9,144 shares of MidWestOne Financial Group worth $278K as of Q3 2016.
  • Analytic Investors left its MidWestOne Financial Group share count unchanged in Q3 2016.
  • MidWestOne Financial Group made up ﹤0.01% of Analytic Investors's portfolio in Q3 2016, its #544 holding.
  • Analytic Investors first reported a position in MidWestOne Financial Group in Q2 2015 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.