Axa
MOFG

Axa’s MidWestOne Financial Group MOFG Stock Holding History

Axa’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 		– Sell
-1,400
Closed -$40K – 1294
2016
Q2 		$40K Hold
1,400
– – ﹤0.01% 1305
2016
Q1 		$38K Buy
+1,400
New +$38.1K ﹤0.01% 1259
2015
Q4 		– Sell
-900
Closed -$26K – 1453
2015
Q3 		$26K Hold
900
– – ﹤0.01% 1393
2015
Q2 		$30K Hold
900
– – ﹤0.01% 1352
2015
Q1 		$26K Hold
900
– – ﹤0.01% 1391
2014
Q4 		$26K Hold
900
– – ﹤0.01% 1375
2014
Q3 		$21K Buy
+900
New +$21.4K ﹤0.01% 1396

Other funds holding MOFG

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 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 18.13% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Axa's MOFG Position: Q3 2016 in Review

Axa sold out of MidWestOne Financial Group (MOFG) in Q3 2016, closing a stake of 1,400 shares — an estimated $40K sold.

Axa first reported a position in MOFG in Q3 2014 and held it in 7 quarters. The position peaked at $40K in Q2 2016. 53 funds tracked by Wall St. Rank hold MOFG as of Q3 2016.

  • Axa reported no remaining MidWestOne Financial Group position as of Q3 2016 after selling out during the quarter.
  • Axa sold 1,400 MidWestOne Financial Group shares in Q3 2016, an estimated $40K.
  • Axa first reported a position in MidWestOne Financial Group in Q3 2014 and held it in 7 quarters.
  • Axa's MidWestOne Financial Group position peaked at $40K in Q2 2016.
  • 53 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2016.

Based on Axa's 13F filing for Q3 2016, filed 10 Nov 2016.