NI
MOFG

Numeric Investors’s MidWestOne Financial Group MOFG Stock Holding History

Numeric Investors’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
2013
Q4 		– Sell
-8,646
Closed -$222K – 839
2013
Q3 		$222K Buy
8,646
+100
+1% +$2.57K ﹤0.01% 694
2013
Q2 		$206K Buy
+8,546
New +$202K ﹤0.01% 718

Other funds holding MOFG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Numeric Investors's MOFG Position: Q4 2013 in Review

Numeric Investors sold out of MidWestOne Financial Group (MOFG) in Q4 2013, closing a stake of 8,646 shares — an estimated $222K sold.

Numeric Investors first reported a position in MOFG in Q2 2013 and held it in 2 quarters. The position peaked at $222K in Q3 2013. 50 funds tracked by Wall St. Rank hold MOFG as of Q4 2013.

  • Numeric Investors reported no remaining MidWestOne Financial Group position as of Q4 2013 after selling out during the quarter.
  • Numeric Investors sold 8,646 MidWestOne Financial Group shares in Q4 2013, an estimated $222K.
  • Numeric Investors first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 2 quarters.
  • Numeric Investors's MidWestOne Financial Group position peaked at $222K in Q3 2013.
  • 50 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2013.

Based on Numeric Investors's 13F filing for Q4 2013, filed 5 Feb 2014.