Wintrust Investments’s MidWestOne Financial Group MOFG Stock Holding History

Wintrust Investments’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 Q1	–	Sell	-6,000	Closed	-$217K	–	353
2019 Q4	$217K	Buy	+6,000	New	+$200K	0.03%	333
2018 Q4	–	Sell	-6,000	Closed	-$200K	–	357
2018 Q3	$200K	Hold	6,000	–	–	0.03%	350
2018 Q2	$203K	Hold	6,000	–	–	0.04%	336
2018 Q1	$200K	Hold	6,000	–	–	0.05%	246
2017 Q4	$201K	Hold	6,000	–	–	0.05%	268
2017 Q3	$203K	Hold	6,000	–	–	0.05%	266
2017 Q2	$203K	Hold	6,000	–	–	0.05%	282
2017 Q1	$206K	Hold	6,000	–	–	0.06%	275
2016 Q4	$226K	Buy	+6,000	New	+$200K	0.09%	188

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

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

FCM

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wintrust Investments's MOFG Position: Q1 2020 in Review

Wintrust Investments sold out of MidWestOne Financial Group (MOFG) in Q1 2020, closing a stake of 6,000 shares — an estimated $217K sold.

Wintrust Investments first reported a position in MOFG in Q4 2016 and held it in 9 quarters. The position peaked at $226K in Q4 2016. 88 funds tracked by Wall St. Rank hold MOFG as of Q1 2020.

Wintrust Investments reported no remaining MidWestOne Financial Group position as of Q1 2020 after selling out during the quarter.
Wintrust Investments sold 6,000 MidWestOne Financial Group shares in Q1 2020, an estimated $217K.
Wintrust Investments first reported a position in MidWestOne Financial Group in Q4 2016 and held it in 9 quarters.
Wintrust Investments's MidWestOne Financial Group position peaked at $226K in Q4 2016.
88 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2020.

Based on Wintrust Investments's 13F filing for Q1 2020, filed 14 May 2020.