Monarch Partners Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

Monarch Partners Asset 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	-27,421	Closed	-$574K	–	194
2020 Q1	$574K	Hold	27,421	–	–	0.2%	100
2019 Q4	$993K	Hold	27,421	–	–	0.22%	103
2019 Q3	$837K	Buy	27,421 +3,250	+13%	+$95.3K	0.13%	117
2019 Q2	$676K	Hold	24,171	–	–	0.1%	121
2019 Q1	$659K	Hold	24,171	–	–	0.1%	126
2018 Q4	$600K	Sell	24,171 -369	-2%	-$10.8K	0.09%	140
2018 Q3	$817K	Hold	24,540	–	–	0.07%	133
2018 Q2	$829K	Hold	24,540	–	–	0.08%	138
2018 Q1	$817K	Buy	24,540 +8,790	+56%	+$290K	0.08%	140
2017 Q4	$528K	Buy	15,750 +2,110	+15%	+$74.5K	0.05%	140
2017 Q3	$460K	Hold	13,640	–	–	0.04%	160
2017 Q2	$462K	Buy	13,640 +3,640	+36%	+$127K	0.05%	148
2017 Q1	$343K	Buy	+10,000	New	+$360K	0.03%	156

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 $770M AUM 28.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $128B AUM 35.83% 1-Year Est. Return

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

Monarch Partners Asset Management's MOFG Position: Q2 2020 in Review

Monarch Partners Asset Management sold out of MidWestOne Financial Group (MOFG) in Q2 2020, closing a stake of 27,421 shares — an estimated $574K sold.

Monarch Partners Asset Management first reported a position in MOFG in Q1 2017 and held it in 13 quarters. The position peaked at $993K in Q4 2019. 89 funds tracked by Wall St. Rank hold MOFG as of Q2 2020.

Monarch Partners Asset Management reported no remaining MidWestOne Financial Group position as of Q2 2020 after selling out during the quarter.
Monarch Partners Asset Management sold 27,421 MidWestOne Financial Group shares in Q2 2020, an estimated $574K.
Monarch Partners Asset Management first reported a position in MidWestOne Financial Group in Q1 2017 and held it in 13 quarters.
Monarch Partners Asset Management's MidWestOne Financial Group position peaked at $993K in Q4 2019.
89 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2020.

Based on Monarch Partners Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.