KCM
MDWT

Kennedy Capital Management’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Kennedy Capital Management’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
-55,141
Closed -$2.15M – 653
2021
Q3 		$2.15M Sell
55,141
-1,123
-2% -$43.6K 0.05% 469
2021
Q2 		$2.21M Sell
56,264
-787
-1% -$34.7K 0.05% 475
2021
Q1 		$2.85M Buy
57,051
+1,633
+3% +$86K 0.06% 475
2020
Q4 		$2.97M Buy
+55,418
New +$3.2M 0.07% 447

Other funds holding MDWT

DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RJA
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 $240B AUM 35.51% 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

Kennedy Capital Management's MDWT Position: Q4 2021 in Review

Kennedy Capital Management sold out of Midwest Holding Inc. Common Stock (MDWT) in Q4 2021, closing a stake of 55,141 shares — an estimated $2.15M sold.

Kennedy Capital Management first reported a position in MDWT in Q4 2020 and held it in 4 quarters. The position peaked at $2.97M in Q4 2020. 21 funds tracked by Wall St. Rank hold MDWT as of Q4 2021.

  • Kennedy Capital Management reported no remaining Midwest Holding Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Kennedy Capital Management sold 55,141 Midwest Holding Inc. Common Stock shares in Q4 2021, an estimated $2.15M.
  • Kennedy Capital Management first reported a position in Midwest Holding Inc. Common Stock in Q4 2020 and held it in 4 quarters.
  • Kennedy Capital Management's Midwest Holding Inc. Common Stock position peaked at $2.97M in Q4 2020.
  • 21 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q4 2021.

Based on Kennedy Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.