EMFAT
MDWT

Emerald Mutual Fund Advisers Trust’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio MDWT Stock Details MDWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-31,661
Closed -$1.23M – 236
2021
Q3 		$1.23M Sell
31,661
-21,939
-41% -$851K 0.04% 172
2021
Q2 		$2.1M Sell
53,600
-634
-1% -$27.9K 0.07% 164
2021
Q1 		$2.71M Buy
54,234
+1,200
+2% +$63.2K 0.09% 152
2020
Q4 		$2.85M Buy
+53,034
New +$3.06M 0.1% 141

Other funds holding MDWT

DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's MDWT Position: Q4 2021 in Review

Emerald Mutual Fund Advisers Trust sold out of Midwest Holding Inc. Common Stock (MDWT) in Q4 2021, closing a stake of 31,661 shares — an estimated $1.23M sold.

Emerald Mutual Fund Advisers Trust first reported a position in MDWT in Q4 2020 and held it in 4 quarters. The position peaked at $2.85M in Q4 2020. 21 funds tracked by Wall St. Rank hold MDWT as of Q4 2021.

  • Emerald Mutual Fund Advisers Trust reported no remaining Midwest Holding Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 31,661 Midwest Holding Inc. Common Stock shares in Q4 2021, an estimated $1.23M.
  • Emerald Mutual Fund Advisers Trust first reported a position in Midwest Holding Inc. Common Stock in Q4 2020 and held it in 4 quarters.
  • Emerald Mutual Fund Advisers Trust's Midwest Holding Inc. Common Stock position peaked at $2.85M in Q4 2020.
  • 21 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q4 2021.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2021, filed 2 Feb 2022.