Cornerstone Advisors (Washington)’s MidWestOne Financial Group MOFG Stock Holding History

Cornerstone Advisors (Washington)’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 Q3	–	Sell	-104	Closed	-$2K	–	728
2020 Q2	$2K	Buy	+104	New	+$2.01K	﹤0.01%	590
2020 Q1	–	Sell	-63	Closed	-$2K	–	793
2019 Q4	$2K	Hold	63	–	–	﹤0.01%	599
2019 Q3	$2K	Hold	63	–	–	﹤0.01%	596
2019 Q2	$2K	Hold	63	–	–	﹤0.01%	1156
2019 Q1	$2K	Buy	+63	New	+$1.79K	﹤0.01%	1027

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisors (Washington)'s MOFG Position: Q3 2020 in Review

Cornerstone Advisors (Washington) sold out of MidWestOne Financial Group (MOFG) in Q3 2020, closing a stake of 104 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in MOFG in Q1 2019 and held it in 5 quarters. The position peaked at $2K in Q2 2020. 82 funds tracked by Wall St. Rank hold MOFG as of Q3 2020.

Cornerstone Advisors (Washington) reported no remaining MidWestOne Financial Group position as of Q3 2020 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 104 MidWestOne Financial Group shares in Q3 2020, an estimated $2K.
Cornerstone Advisors (Washington) first reported a position in MidWestOne Financial Group in Q1 2019 and held it in 5 quarters.
Cornerstone Advisors (Washington)'s MidWestOne Financial Group position peaked at $2K in Q2 2020.
82 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.