HI
MOFG

Harbour Investments’s MidWestOne Financial Group MOFG Stock Holding History

Harbour Investments’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
2023
Q1 		– Sell
-1,000
Closed -$31.8K – 3066
2022
Q4 		$31.8K Hold
1,000
– – ﹤0.01% 1482
2022
Q3 		$30K Hold
1,000
– – ﹤0.01% 1474
2022
Q2 		$30K Buy
+1,000
New +$30.2K ﹤0.01% 1474
2021
Q4 		$32K Hold
1,000
– – ﹤0.01% 1459
2021
Q3 		$30K Hold
1,000
– – ﹤0.01% 2071
2021
Q2 		$29K Hold
1,000
– – ﹤0.01% 2124
2021
Q1 		$31K Buy
+1,000
New +$28.4K ﹤0.01% 1953

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harbour Investments's MOFG Position: Q1 2023 in Review

Harbour Investments sold out of MidWestOne Financial Group (MOFG) in Q1 2023, closing a stake of 1,000 shares — an estimated $31.8K sold.

Harbour Investments first reported a position in MOFG in Q1 2021 and held it in 7 quarters. The position peaked at $32K in Q4 2021. 87 funds tracked by Wall St. Rank hold MOFG as of Q1 2023.

  • Harbour Investments reported no remaining MidWestOne Financial Group position as of Q1 2023 after selling out during the quarter.
  • Harbour Investments sold 1,000 MidWestOne Financial Group shares in Q1 2023, an estimated $31.8K.
  • Harbour Investments first reported a position in MidWestOne Financial Group in Q1 2021 and held it in 7 quarters.
  • Harbour Investments's MidWestOne Financial Group position peaked at $32K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2023.

Based on Harbour Investments's 13F filing for Q1 2023, filed 15 May 2023.