U
MOFG

UBS’s MidWestOne Financial Group MOFG Stock Holding History

UBS’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
2014
Q3 		$32K Buy
1,387
+511
+58% +$12.1K ﹤0.01% 7387
2014
Q2 		$21K Buy
876
+675
+336% +$16.3K ﹤0.01% 8018
2014
Q1 		$5K Sell
201
-627
-76% -$15.9K ﹤0.01% 9534
2013
Q4 		$23K Buy
+828
New +$21.8K ﹤0.01% 7967
2013
Q3 		– Sell
-912
Closed -$22K – 10580
2013
Q2 		$22K Buy
+912
New +$21.6K ﹤0.01% 7776

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's MOFG Position: Q3 2014 in Review

UBS increased its MidWestOne Financial Group (MOFG) stake by 58% in Q3 2014, buying an estimated $12.1K and bringing the position to 1,387 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #7387.

UBS first reported a position in MOFG in Q2 2013 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold MOFG as of Q3 2014.

  • UBS held 1,387 shares of MidWestOne Financial Group worth $32K as of Q3 2014.
  • UBS bought 511 MidWestOne Financial Group shares in Q3 2014, an estimated $12.1K.
  • MidWestOne Financial Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7387 holding.
  • UBS first reported a position in MidWestOne Financial Group in Q2 2013 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.