WAP
MOFG

Wealthcare Advisory Partners’s MidWestOne Financial Group MOFG Stock Holding History

Wealthcare Advisory Partners’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
2020
Q2 		– Sell
-1,243
Closed -$26K – 964
2020
Q1 		$26K Buy
+1,243
New +$36.5K ﹤0.01% 665

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Advisory Partners's MOFG Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of MidWestOne Financial Group (MOFG) in Q2 2020, closing a stake of 1,243 shares — an estimated $26K sold.

Wealthcare Advisory Partners first reported a position in MOFG in Q1 2020 and held it in 1 quarter. The position peaked at $26K in Q1 2020. 89 funds tracked by Wall St. Rank hold MOFG as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining MidWestOne Financial Group position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,243 MidWestOne Financial Group shares in Q2 2020, an estimated $26K.
  • Wealthcare Advisory Partners first reported a position in MidWestOne Financial Group in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's MidWestOne Financial Group position peaked at $26K in Q1 2020.
  • 89 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.