Marshall Wace
MOFG

Marshall Wace’s MidWestOne Financial Group MOFG Stock Holding History

Marshall Wace’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
2021
Q2 		– Sell
-11,916
Closed -$369K – 2912
2021
Q1 		$369K Sell
11,916
-9,215
-44% -$262K ﹤0.01% 2051
2020
Q4 		$518K Sell
21,131
-868
-4% -$19.8K ﹤0.01% 1442
2020
Q3 		$393K Sell
21,999
-2,018
-8% -$38K ﹤0.01% 1299
2020
Q2 		$480K Sell
24,017
-3,027
-11% -$58.4K ﹤0.01% 1206
2020
Q1 		$566K Buy
+27,044
New +$795K 0.01% 952

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Wace's MOFG Position: Q2 2021 in Review

Marshall Wace sold out of MidWestOne Financial Group (MOFG) in Q2 2021, closing a stake of 11,916 shares — an estimated $369K sold.

Marshall Wace first reported a position in MOFG in Q1 2020 and held it in 5 quarters. The position peaked at $566K in Q1 2020. 81 funds tracked by Wall St. Rank hold MOFG as of Q2 2021.

  • Marshall Wace reported no remaining MidWestOne Financial Group position as of Q2 2021 after selling out during the quarter.
  • Marshall Wace sold 11,916 MidWestOne Financial Group shares in Q2 2021, an estimated $369K.
  • Marshall Wace first reported a position in MidWestOne Financial Group in Q1 2020 and held it in 5 quarters.
  • Marshall Wace's MidWestOne Financial Group position peaked at $566K in Q1 2020.
  • 81 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2021.

Based on Marshall Wace's 13F filing for Q2 2021, filed 13 Aug 2021.