Ergoteles’s MidWestOne Financial Group MOFG Stock Holding History

Ergoteles’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
2021 Q4	–	Sell	-7,790	Closed	-$235K	–	1464
2021 Q3	$235K	Buy	+7,790	New	+$227K	0.01%	907

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

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

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

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

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Ergoteles's MOFG Position: Q4 2021 in Review

Ergoteles sold out of MidWestOne Financial Group (MOFG) in Q4 2021, closing a stake of 7,790 shares — an estimated $235K sold.

Ergoteles first reported a position in MOFG in Q3 2021 and held it in 1 quarter. The position peaked at $235K in Q3 2021. 93 funds tracked by Wall St. Rank hold MOFG as of Q4 2021.

Ergoteles reported no remaining MidWestOne Financial Group position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 7,790 MidWestOne Financial Group shares in Q4 2021, an estimated $235K.
Ergoteles first reported a position in MidWestOne Financial Group in Q3 2021 and held it in 1 quarter.
Ergoteles's MidWestOne Financial Group position peaked at $235K in Q3 2021.
93 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.