GC
MOFG

Guggenheim Capital’s MidWestOne Financial Group MOFG Stock Holding History

Guggenheim Capital’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
2013
Q4 		– Sell
-3,249
Closed -$83K – 3232
2013
Q3 		$83K Buy
+3,249
New +$83.4K ﹤0.01% 2875

Other funds holding MOFG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Guggenheim Capital's MOFG Position: Q4 2013 in Review

Guggenheim Capital sold out of MidWestOne Financial Group (MOFG) in Q4 2013, closing a stake of 3,249 shares — an estimated $83K sold.

Guggenheim Capital first reported a position in MOFG in Q3 2013 and held it in 1 quarter. The position peaked at $83K in Q3 2013. 50 funds tracked by Wall St. Rank hold MOFG as of Q4 2013.

  • Guggenheim Capital reported no remaining MidWestOne Financial Group position as of Q4 2013 after selling out during the quarter.
  • Guggenheim Capital sold 3,249 MidWestOne Financial Group shares in Q4 2013, an estimated $83K.
  • Guggenheim Capital first reported a position in MidWestOne Financial Group in Q3 2013 and held it in 1 quarter.
  • Guggenheim Capital's MidWestOne Financial Group position peaked at $83K in Q3 2013.
  • 50 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2013.

Based on Guggenheim Capital's 13F filing for Q4 2013, filed 14 Feb 2014.