BPM
MOFG

Bowling Portfolio Management’s MidWestOne Financial Group MOFG Stock Holding History

Bowling Portfolio Management’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
2020
Q4 		– Sell
-12,761
Closed -$228K – 315
2020
Q3 		$228K Sell
12,761
-12,386
-49% -$234K 0.05% 357
2020
Q2 		$503K Sell
25,147
-2,934
-10% -$56.6K 0.11% 246
2020
Q1 		$588K Buy
+28,081
New +$825K 0.14% 213

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bowling Portfolio Management's MOFG Position: Q4 2020 in Review

Bowling Portfolio Management sold out of MidWestOne Financial Group (MOFG) in Q4 2020, closing a stake of 12,761 shares — an estimated $228K sold.

Bowling Portfolio Management first reported a position in MOFG in Q1 2020 and held it in 3 quarters. The position peaked at $588K in Q1 2020. 81 funds tracked by Wall St. Rank hold MOFG as of Q4 2020.

  • Bowling Portfolio Management reported no remaining MidWestOne Financial Group position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 12,761 MidWestOne Financial Group shares in Q4 2020, an estimated $228K.
  • Bowling Portfolio Management first reported a position in MidWestOne Financial Group in Q1 2020 and held it in 3 quarters.
  • Bowling Portfolio Management's MidWestOne Financial Group position peaked at $588K in Q1 2020.
  • 81 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.