MidWestOne Financial Group, Inc.

IOWA CITY, IA How do I update this listing?

Midwestone Financial Group is based out of Iowa City. Their last reported 13F filing for Q1 2020 included $272,165,000 in managed 13F securities and a top 10 holdings concentration of 47.73%. Midwestone Financial Group's largest holding is MidWestOne Financial Group Inc with shares held of 4,053,673. Whalewisdom has at least 4 13F filings, and 210 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2020-08-10. The notice included securities offered of Debt

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03/31/2020

13F Activity

  • Market Value $272.165 Million
  • Prior Market Value $481.348 Million
  • New Purchases6 stocks
  • Additional Purchases53 stocks
  • Sold out of42 stocks
  • Reduced holdings in101 stocks
  • Top 10 Holdings % 47.73 %
  • Turnover % [1]:24.62%
  • Turnover Alt % [2]: 37.60 %
  • Time Held Top20:2.30 quarters
  • Time Held Top10:2.60 quarters
  • Time Held All:2.80 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 22.78%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2020-08-10 D COMMERCIAL BANKING Debt 65,000,000 65,000,000 0
2015-07-01 D COMMERCIAL BANKING Equity 8,400,000 8,400,000 0
2015-05-08 D COMMERCIAL BANKING Equity 79,813,563 79,813,563 0
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BARRY S. RAY subscription required
    EXECUTIVE OFFICER
CHARLES N. FUNK subscription required
    EXECUTIVE OFFICER DIRECTOR
DAVID E. LINDSTROM subscription required
    EXECUTIVE OFFICER
DOUGLAS H. GREEFF subscription required
    DIRECTOR
DOUGLAS K. TRUE subscription required
    DIRECTOR
GARY J. ORTALE subscription required
    EXECUTIVE OFFICER
GARY L. SIMS subscription required
    EXECUTIVE OFFICER
GREGORY W. TURNER subscription required
    EXECUTIVE OFFICER
JAMES M. CANTRELL subscription required
    EXECUTIVE OFFICER
JANET E. GODWIN subscription required
    DIRECTOR
JENNIFER L. HAUSCHILDT subscription required
    DIRECTOR
JOHN M. MORRISON subscription required
    DIRECTOR
KENT L. JEHLE subscription required
    EXECUTIVE OFFICER
KEVIN W. MONSON subscription required
    DIRECTOR
KURT R. WEISE subscription required
    EXECUTIVE OFFICER DIRECTOR
LARRY D. ALBERT subscription required
    EXECUTIVE OFFICER DIRECTOR
LEN D. DEVAISHER subscription required
    EXECUTIVE OFFICER
MATTHEW J. HAYEK subscription required
    DIRECTOR
MICHAEL A. HATCH subscription required
    DIRECTOR
NATHANIEL J. KAEDING subscription required
    DIRECTOR
RICHARD R. DONOHUE subscription required
    DIRECTOR
RICHARD J. HARTIG subscription required
    DIRECTOR
RICHARD J. SCHWAB subscription required
    DIRECTOR
ROBERT J. LATHAM subscription required
    DIRECTOR
RUTH E. STANOCH subscription required
    DIRECTOR
STEPHEN L. WEST subscription required
    DIRECTOR
SUSAN R. EVANS subscription required
    EXECUTIVE OFFICER
TRACY S. MCCORMICK subscription required
    DIRECTOR
WILLIAM N. RUUD subscription required
    DIRECTOR

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