Berman Capital Advisors’s MidWestOne Financial Group MOFG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Hold	47	–	–	﹤0.01%	1909
2021 Q2	$1K	Hold	47	–	–	﹤0.01%	1773
2021 Q1	$1K	Sell	47 -16	-25%	-$455	﹤0.01%	1667
2020 Q4	$1K	Hold	63	–	–	﹤0.01%	1560
2020 Q3	$1K	Buy	+63	New	+$1.19K	﹤0.01%	1471

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Berman Capital Advisors's MOFG Position: Q3 2021 in Review

Berman Capital Advisors held its MidWestOne Financial Group (MOFG) position steady in Q3 2021 at 47 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Berman Capital Advisors first reported a position in MOFG in Q3 2020 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold MOFG as of Q3 2021.

Berman Capital Advisors held 47 shares of MidWestOne Financial Group worth $1K as of Q3 2021.
Berman Capital Advisors left its MidWestOne Financial Group share count unchanged in Q3 2021.
MidWestOne Financial Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1909 holding.
Berman Capital Advisors first reported a position in MidWestOne Financial Group in Q3 2020 and has held it in 5 quarters since.
85 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.