PCM
MOFG

Prelude Capital Management’s MidWestOne Financial Group MOFG Stock Holding History

Prelude Capital 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
2015
Q3 		– Sell
-600
Closed -$20K – 1660
2015
Q2 		$20K Buy
+600
New +$18K ﹤0.01% 1367
2014
Q2 		– Sell
-300
Closed -$8K – 2083
2014
Q1 		$8K Buy
+300
New +$7.61K ﹤0.01% 1776

Other funds holding MOFG

AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Prelude Capital Management's MOFG Position: Q3 2015 in Review

Prelude Capital Management sold out of MidWestOne Financial Group (MOFG) in Q3 2015, closing a stake of 600 shares — an estimated $20K sold.

Prelude Capital Management first reported a position in MOFG in Q1 2014 and held it in 2 quarters. The position peaked at $20K in Q2 2015. 51 funds tracked by Wall St. Rank hold MOFG as of Q3 2015.

  • Prelude Capital Management reported no remaining MidWestOne Financial Group position as of Q3 2015 after selling out during the quarter.
  • Prelude Capital Management sold 600 MidWestOne Financial Group shares in Q3 2015, an estimated $20K.
  • Prelude Capital Management first reported a position in MidWestOne Financial Group in Q1 2014 and held it in 2 quarters.
  • Prelude Capital Management's MidWestOne Financial Group position peaked at $20K in Q2 2015.
  • 51 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2015.

Based on Prelude Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.