Wedge Capital Management’s MidWestOne Financial Group MOFG Stock Holding History

Wedge Capital Management’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	-57,133	Closed	-$1.2M	–	542
2020 Q1	$1.2M	Buy	57,133 +34,670	+154%	+$1.02M	0.02%	282
2019 Q4	$814K	Sell	22,463 -9,810	-30%	-$328K	0.01%	357
2019 Q3	$985K	Buy	32,273 +7,748	+32%	+$227K	0.01%	331
2019 Q2	$686K	Buy	+24,525	New	+$694K	0.01%	401
2016 Q2	–	Sell	-9,600	Closed	-$264K	–	586
2016 Q1	$264K	Sell	9,600 -900	-9%	-$24.5K	﹤0.01%	535
2015 Q4	$319K	Hold	10,500	–	–	﹤0.01%	513
2015 Q3	$307K	Sell	10,500 -900	-8%	-$27.8K	﹤0.01%	518
2015 Q2	$375K	Hold	11,400	–	–	﹤0.01%	487
2015 Q1	$329K	Sell	11,400 -700	-6%	-$20K	﹤0.01%	515
2014 Q4	$349K	Sell	12,100 -1,500	-11%	-$39.7K	﹤0.01%	494
2014 Q3	$313K	Buy	13,600 +100	+0.7%	+$2.38K	﹤0.01%	506
2014 Q2	$324K	Buy	+13,500	New	+$327K	﹤0.01%	506

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wedge Capital Management's MOFG Position: Q2 2020 in Review

Wedge Capital Management sold out of MidWestOne Financial Group (MOFG) in Q2 2020, closing a stake of 57,133 shares — an estimated $1.2M sold.

Wedge Capital Management first reported a position in MOFG in Q2 2014 and held it in 12 quarters. The position peaked at $1.2M in Q1 2020. 89 funds tracked by Wall St. Rank hold MOFG as of Q2 2020.

Wedge Capital Management reported no remaining MidWestOne Financial Group position as of Q2 2020 after selling out during the quarter.
Wedge Capital Management sold 57,133 MidWestOne Financial Group shares in Q2 2020, an estimated $1.2M.
Wedge Capital Management first reported a position in MidWestOne Financial Group in Q2 2014 and held it in 12 quarters.
Wedge Capital Management's MidWestOne Financial Group position peaked at $1.2M in Q1 2020.
89 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2020.

Based on Wedge Capital Management's 13F filing for Q2 2020, filed 10 Jul 2020.