TC
MDWT

Trium Capital’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Trium Capital’s Portfolio MDWT Stock Details MDWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-69,366
Closed -$1.83M – 93
2023
Q2 		$1.83M Buy
+69,366
New +$1.55M 0.39% 44

Other funds holding MDWT

DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PU
Petiole USA New York $139M AUM 34.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trium Capital's MDWT Position: Q3 2023 in Review

Trium Capital sold out of Midwest Holding Inc. Common Stock (MDWT) in Q3 2023, closing a stake of 69,366 shares — an estimated $1.83M sold.

Trium Capital first reported a position in MDWT in Q2 2023 and held it in 1 quarter. The position peaked at $1.83M in Q2 2023. 25 funds tracked by Wall St. Rank hold MDWT as of Q3 2023.

  • Trium Capital reported no remaining Midwest Holding Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Trium Capital sold 69,366 Midwest Holding Inc. Common Stock shares in Q3 2023, an estimated $1.83M.
  • Trium Capital first reported a position in Midwest Holding Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Trium Capital's Midwest Holding Inc. Common Stock position peaked at $1.83M in Q2 2023.
  • 25 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q3 2023.

Based on Trium Capital's 13F filing for Q3 2023, filed 6 Nov 2023.