VFA
MOFG

Virtus Fund Advisers’s MidWestOne Financial Group MOFG Stock Holding History

Virtus Fund Advisers’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 		– Sell
-595
Closed -$14K – 1616
2014
Q2 		$14K Buy
+595
New +$14.4K ﹤0.01% 2635

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

Virtus Fund Advisers's MOFG Position: Q3 2014 in Review

Virtus Fund Advisers sold out of MidWestOne Financial Group (MOFG) in Q3 2014, closing a stake of 595 shares — an estimated $14K sold.

Virtus Fund Advisers first reported a position in MOFG in Q2 2014 and held it in 1 quarter. The position peaked at $14K in Q2 2014. 50 funds tracked by Wall St. Rank hold MOFG as of Q3 2014.

  • Virtus Fund Advisers reported no remaining MidWestOne Financial Group position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 595 MidWestOne Financial Group shares in Q3 2014, an estimated $14K.
  • Virtus Fund Advisers first reported a position in MidWestOne Financial Group in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's MidWestOne Financial Group position peaked at $14K in Q2 2014.
  • 50 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.