Hillsdale Investment Management’s MidWestOne Financial Group MOFG Stock Holding History

Hillsdale Investment Management’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
2020 Q2	–	Sell	-25,060	Closed	-$524K	–	651
2020 Q1	$524K	Buy	+25,060	New	+$736K	0.06%	287
2019 Q2	–	Sell	-53,600	Closed	-$1.46M	–	650
2019 Q1	$1.46M	Hold	53,600	–	–	0.13%	144
2018 Q4	$1.33M	Buy	53,600 +10,000	+23%	+$293K	0.16%	145
2018 Q3	$1.45M	Buy	+43,600	New	+$1.46M	0.19%	120

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hillsdale Investment Management's MOFG Position: Q2 2020 in Review

Hillsdale Investment Management sold out of MidWestOne Financial Group (MOFG) in Q2 2020, closing a stake of 25,060 shares — an estimated $524K sold.

Hillsdale Investment Management first reported a position in MOFG in Q3 2018 and held it in 4 quarters. The position peaked at $1.46M in Q1 2019. 89 funds tracked by Wall St. Rank hold MOFG as of Q2 2020.

Hillsdale Investment Management reported no remaining MidWestOne Financial Group position as of Q2 2020 after selling out during the quarter.
Hillsdale Investment Management sold 25,060 MidWestOne Financial Group shares in Q2 2020, an estimated $524K.
Hillsdale Investment Management first reported a position in MidWestOne Financial Group in Q3 2018 and held it in 4 quarters.
Hillsdale Investment Management's MidWestOne Financial Group position peaked at $1.46M in Q1 2019.
89 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2020.

Based on Hillsdale Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.