E
MDWT

Ergoteles’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Ergoteles’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
2023
Q3 		$979K Sell
37,426
-11,085
-23% -$293K 1.43% 10
2023
Q2 		$1.3M Buy
+48,511
New +$1.09M 0.06% 385

Other funds holding MDWT

DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ergoteles's MDWT Position: Q3 2023 in Review

Ergoteles reduced its Midwest Holding Inc. Common Stock (MDWT) stake by 23% in Q3 2023, selling an estimated $293K and leaving 37,426 shares worth $979K. The position accounts for 1.43% of the portfolio, ranked #10.

Ergoteles first reported a position in MDWT in Q2 2023 and has held it in 2 quarters since. The position peaked at $1.3M in Q2 2023. 25 funds tracked by Wall St. Rank hold MDWT as of Q3 2023.

  • Ergoteles held 37,426 shares of Midwest Holding Inc. Common Stock worth $979K as of Q3 2023.
  • Ergoteles sold 11,085 Midwest Holding Inc. Common Stock shares in Q3 2023, an estimated $293K.
  • Midwest Holding Inc. Common Stock made up 1.43% of Ergoteles's portfolio in Q3 2023, its #10 holding.
  • Ergoteles first reported a position in Midwest Holding Inc. Common Stock in Q2 2023 and has held it in 2 quarters since.
  • Ergoteles's Midwest Holding Inc. Common Stock position peaked at $1.3M in Q2 2023.
  • 25 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.