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GeoWealth Management’s Midland States Bancorp MSBI Stock Holding History

GeoWealth Management’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,330
Closed -$241K – 112
2019
Q4 		$241K Hold
8,330
– – 0.13% 86
2019
Q3 		$217K Buy
+8,330
New +$218K 0.05% 192

Other funds holding MSBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GeoWealth Management's MSBI Position: Q1 2020 in Review

GeoWealth Management sold out of Midland States Bancorp (MSBI) in Q1 2020, closing a stake of 8,330 shares — an estimated $241K sold.

GeoWealth Management first reported a position in MSBI in Q3 2019 and held it in 2 quarters. The position peaked at $241K in Q4 2019. 100 funds tracked by Wall St. Rank hold MSBI as of Q1 2020.

  • GeoWealth Management reported no remaining Midland States Bancorp position as of Q1 2020 after selling out during the quarter.
  • GeoWealth Management sold 8,330 Midland States Bancorp shares in Q1 2020, an estimated $241K.
  • GeoWealth Management first reported a position in Midland States Bancorp in Q3 2019 and held it in 2 quarters.
  • GeoWealth Management's Midland States Bancorp position peaked at $241K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held Midland States Bancorp as of Q1 2020.

Based on GeoWealth Management's 13F filing for Q1 2020, filed 13 May 2020.