IP
MDWT

Interval Partners’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Interval Partners’s Portfolio MDWT Stock Details MDWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-23,824
Closed -$927K – 361
2021
Q3 		$927K Buy
23,824
+1,716
+8% +$66.6K 0.04% 270
2021
Q2 		$867K Buy
22,108
+1,175
+6% +$51.8K 0.04% 247
2021
Q1 		$1.05M Sell
20,933
-167
-0.8% -$8.79K 0.04% 222
2020
Q4 		$1.13M Buy
+21,100
New +$1.22M 0.05% 196

Other funds holding MDWT

DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PU
Petiole USA New York $139M AUM 34.86% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Interval Partners's MDWT Position: Q4 2021 in Review

Interval Partners sold out of Midwest Holding Inc. Common Stock (MDWT) in Q4 2021, closing a stake of 23,824 shares — an estimated $927K sold.

Interval Partners first reported a position in MDWT in Q4 2020 and held it in 4 quarters. The position peaked at $1.13M in Q4 2020. 21 funds tracked by Wall St. Rank hold MDWT as of Q4 2021.

  • Interval Partners reported no remaining Midwest Holding Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Interval Partners sold 23,824 Midwest Holding Inc. Common Stock shares in Q4 2021, an estimated $927K.
  • Interval Partners first reported a position in Midwest Holding Inc. Common Stock in Q4 2020 and held it in 4 quarters.
  • Interval Partners's Midwest Holding Inc. Common Stock position peaked at $1.13M in Q4 2020.
  • 21 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q4 2021.

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