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SVA Wealth Management’s Midland States Bancorp MSBI Stock Holding History

SVA Wealth Management’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,978
Closed -$260K – 210
2019
Q3 		$260K Sell
9,978
-560
-5% -$14.7K 0.03% 181
2019
Q2 		$282K Buy
+10,538
New +$273K 0.03% 182

Other funds holding MSBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SVA Wealth Management's MSBI Position: Q4 2019 in Review

SVA Wealth Management sold out of Midland States Bancorp (MSBI) in Q4 2019, closing a stake of 9,978 shares — an estimated $260K sold.

SVA Wealth Management first reported a position in MSBI in Q2 2019 and held it in 2 quarters. The position peaked at $282K in Q2 2019. 104 funds tracked by Wall St. Rank hold MSBI as of Q4 2019.

  • SVA Wealth Management reported no remaining Midland States Bancorp position as of Q4 2019 after selling out during the quarter.
  • SVA Wealth Management sold 9,978 Midland States Bancorp shares in Q4 2019, an estimated $260K.
  • SVA Wealth Management first reported a position in Midland States Bancorp in Q2 2019 and held it in 2 quarters.
  • SVA Wealth Management's Midland States Bancorp position peaked at $282K in Q2 2019.
  • 104 funds tracked by Wall St. Rank held Midland States Bancorp as of Q4 2019.

Based on SVA Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.