AB
MOFG

AT Bancorp’s MidWestOne Financial Group MOFG Stock Holding History

AT Bancorp’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 		$8.43M Buy
309,267
+22,823
+8% +$649K 1.02% 13
2018
Q4 		$7.11M Sell
286,444
-5,615
-2% -$165K 0.94% 14
2018
Q3 		$9.73M Sell
292,059
-52
-0% -$1.74K 1.05% 13
2018
Q2 		$9.87M Sell
292,111
-3,367
-1% -$112K 1.09% 12
2018
Q1 		$9.84M Buy
295,478
+17,621
+6% +$582K 1.05% 13
2017
Q4 		$9.32M Sell
277,857
-3,004
-1% -$106K 1% 14
2017
Q3 		$9.48M Buy
280,861
+2,370
+0.9% +$80K 1.08% 13
2017
Q2 		$9.44M Sell
278,491
-25,643
-8% -$891K 1.11% 13
2017
Q1 		$10.4M Buy
304,134
+15,878
+6% +$572K 1.34% 14
2016
Q4 		$10.8M Sell
288,256
-3,840
-1% -$128K 1.44% 14
2016
Q3 		$8.87M Sell
292,096
-5,970
-2% -$176K 1.22% 14
2016
Q2 		$8.51M Sell
298,066
-4,928
-2% -$139K 1.26% 16
2016
Q1 		$8.32M Buy
302,994
+35,449
+13% +$966K 1.25% 13
2015
Q4 		$8.14M Sell
267,545
-13,358
-5% -$411K 2.24% 4
2015
Q3 		$8.22M Sell
280,903
-809
-0.3% -$25K 2.38% 4
2015
Q2 		$9.27M Sell
281,712
-13,602
-5% -$407K 2.38% 3
2015
Q1 		$8.51M Buy
295,314
+17,641
+6% +$503K 2.36% 3
2014
Q4 		$8M Sell
277,673
-2,387
-0.9% -$63.2K 2.38% 4
2014
Q3 		$6.44M Sell
280,060
-22,583
-7% -$536K 1.89% 3
2014
Q2 		$7.26M Sell
302,643
-8,988
-3% -$218K 2.18% 3
2014
Q1 		$7.87M Buy
311,631
+15,389
+5% +$391K 2.42% 3
2013
Q4 		$8.06M Buy
296,242
+887
+0.3% +$23.4K 2.47% 4
2013
Q3 		$7.59M Sell
295,355
-11,144
-4% -$286K 2.69% 3
2013
Q2 		$7.37M Buy
+306,499
New +$7.26M 2.68% 4

Other funds holding MOFG

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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AT Bancorp's MOFG Position: Q1 2019 in Review

AT Bancorp increased its MidWestOne Financial Group (MOFG) stake by 8% in Q1 2019, buying an estimated $649K and bringing the position to 309,267 shares worth $8.43M. The position accounts for 1.02% of the portfolio, ranked #13.

AT Bancorp first reported a position in MOFG in Q2 2013 and has held it in 24 quarters since. The position peaked at $10.8M in Q4 2016. 83 funds tracked by Wall St. Rank hold MOFG as of Q1 2019.

  • AT Bancorp held 309,267 shares of MidWestOne Financial Group worth $8.43M as of Q1 2019.
  • AT Bancorp bought 22,823 MidWestOne Financial Group shares in Q1 2019, an estimated $649K.
  • MidWestOne Financial Group made up 1.02% of AT Bancorp's portfolio in Q1 2019, its #13 holding.
  • AT Bancorp first reported a position in MidWestOne Financial Group in Q2 2013 and has held it in 24 quarters since.
  • AT Bancorp's MidWestOne Financial Group position peaked at $10.8M in Q4 2016.
  • 83 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2019.

Based on AT Bancorp's 13F filing for Q1 2019, filed 13 May 2019.