ACS
MOFG

Archford Capital Strategies’s MidWestOne Financial Group MOFG Stock Holding History

Archford Capital Strategies’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
2018
Q4 		– Sell
-427
Closed -$14K – 520
2018
Q3 		$14K Hold
427
– – 0.01% 390
2018
Q2 		$14K Hold
427
– – ﹤0.01% 398
2018
Q1 		$14K Buy
+427
New +$14.1K 0.01% 308
2017
Q2 		– Sell
-855
Closed -$29K – 461
2017
Q1 		$29K Hold
855
– – 0.01% 327
2016
Q4 		$32K Hold
855
– – 0.01% 287
2016
Q3 		$25K Hold
855
– – 0.01% 312
2016
Q2 		$24K Buy
+855
New +$24K 0.01% 321

Other funds holding MOFG

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Archford Capital Strategies's MOFG Position: Q4 2018 in Review

Archford Capital Strategies sold out of MidWestOne Financial Group (MOFG) in Q4 2018, closing a stake of 427 shares — an estimated $14K sold.

Archford Capital Strategies first reported a position in MOFG in Q2 2016 and held it in 7 quarters. The position peaked at $32K in Q4 2016. 78 funds tracked by Wall St. Rank hold MOFG as of Q4 2018.

  • Archford Capital Strategies reported no remaining MidWestOne Financial Group position as of Q4 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 427 MidWestOne Financial Group shares in Q4 2018, an estimated $14K.
  • Archford Capital Strategies first reported a position in MidWestOne Financial Group in Q2 2016 and held it in 7 quarters.
  • Archford Capital Strategies's MidWestOne Financial Group position peaked at $32K in Q4 2016.
  • 78 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2018.

Based on Archford Capital Strategies's 13F filing for Q4 2018, filed 13 Feb 2019.