Charles Schwab’s MutualFirst Financial Inc MFSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,446
| Closed | -$408K | – | 3422 |
|
|
2020
Q1 | $408K | Hold |
14,446
| – | – | ﹤0.01% | 2779 |
|
|
2019
Q4 | $574K | Hold |
14,446
| – | – | ﹤0.01% | 2774 |
|
|
2019
Q3 | $456K | Hold |
14,446
| – | – | ﹤0.01% | 2838 |
|
|
2019
Q2 | $492K | Buy |
14,446
+776
| +6% | +$23.5K | ﹤0.01% | 2818 |
|
|
2019
Q1 | $410K | Hold |
13,670
| – | – | ﹤0.01% | 2833 |
|
|
2018
Q4 | $364K | Buy |
13,670
+1,170
| +9% | +$39.7K | ﹤0.01% | 2872 |
|
|
2018
Q3 | $461K | Hold |
12,500
| – | – | ﹤0.01% | 2865 |
|
|
2018
Q2 | $472K | Hold |
12,500
| – | – | ﹤0.01% | 2823 |
|
|
2018
Q1 | $454K | Hold |
12,500
| – | – | ﹤0.01% | 2764 |
|
|
2017
Q4 | $482K | Buy |
12,500
+2,400
| +24% | +$92.7K | ﹤0.01% | 2729 |
|
|
2017
Q3 | $389K | Hold |
10,100
| – | – | ﹤0.01% | 2791 |
|
|
2017
Q2 | $361K | Hold |
10,100
| – | – | ﹤0.01% | 2799 |
|
|
2017
Q1 | $319K | Hold |
10,100
| – | – | ﹤0.01% | 2798 |
|
|
2016
Q4 | $335K | Hold |
10,100
| – | – | ﹤0.01% | 2809 |
|
|
2016
Q3 | $281K | Hold |
10,100
| – | – | ﹤0.01% | 2812 |
|
|
2016
Q2 | $277K | Buy |
+10,100
| New | +$267K | ﹤0.01% | 2812 |
|
Other funds holding MFSF
Charles Schwab's MFSF Position: Q2 2020 in Review
Charles Schwab sold out of MutualFirst Financial Inc (MFSF) in Q2 2020, closing a stake of 14,446 shares — an estimated $408K sold.
Charles Schwab first reported a position in MFSF in Q2 2016 and held it in 16 quarters. The position peaked at $574K in Q4 2019. 1 fund tracked by Wall St. Rank holds MFSF as of Q2 2020.
- Charles Schwab reported no remaining MutualFirst Financial Inc position as of Q2 2020 after selling out during the quarter.
- Charles Schwab sold 14,446 MutualFirst Financial Inc shares in Q2 2020, an estimated $408K.
- Charles Schwab first reported a position in MutualFirst Financial Inc in Q2 2016 and held it in 16 quarters.
- Charles Schwab's MutualFirst Financial Inc position peaked at $574K in Q4 2019.
- 1 fund tracked by Wall St. Rank held MutualFirst Financial Inc as of Q2 2020.
Based on Charles Schwab's 13F filing for Q2 2020, filed 14 Aug 2020.