Avantax Planning Partners’s MFA Financial MFA Stock Holding History

Avantax Planning Partners’s Portfolio MFA Stock Details MFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,128	Closed	-$126K	–	296
2019 Q4	$126K	Hold	4,128	–	–	0.01%	300
2019 Q3	$122K	Hold	4,128	–	–	0.01%	298
2019 Q2	$120K	Sell	4,128 -999	-19%	-$29.2K	0.01%	292
2019 Q1	$149K	Hold	5,127	–	–	0.01%	287
2018 Q4	$137K	Buy	5,127 +4,425	+630%	+$124K	0.01%	262
2018 Q3	$21K	Buy	+702	New	+$21.6K	﹤0.01%	689
2018 Q2	–	Sell	-5,847	Closed	-$176K	–	965
2018 Q1	$176K	Sell	5,847 -805	-12%	-$23.9K	0.02%	316
2017 Q4	$211K	Sell	6,652 -383	-5%	-$12.6K	0.02%	285
2017 Q3	$246K	Buy	7,035 +812	+13%	+$28.2K	0.02%	323
2017 Q2	$209K	Sell	6,223 -161	-3%	-$5.33K	0.02%	320
2017 Q1	$206K	Sell	6,384 -62	-1%	-$1.98K	0.02%	311
2016 Q4	$197K	Buy	+6,446	New	+$194K	0.02%	299

Other funds holding MFA

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Avantax Planning Partners's MFA Position: Q1 2020 in Review

Avantax Planning Partners sold out of MFA Financial (MFA) in Q1 2020, closing a stake of 4,128 shares — an estimated $126K sold.

Avantax Planning Partners first reported a position in MFA in Q4 2016 and held it in 12 quarters. The position peaked at $246K in Q3 2017. 260 funds tracked by Wall St. Rank hold MFA as of Q1 2020.

Avantax Planning Partners reported no remaining MFA Financial position as of Q1 2020 after selling out during the quarter.
Avantax Planning Partners sold 4,128 MFA Financial shares in Q1 2020, an estimated $126K.
Avantax Planning Partners first reported a position in MFA Financial in Q4 2016 and held it in 12 quarters.
Avantax Planning Partners's MFA Financial position peaked at $246K in Q3 2017.
260 funds tracked by Wall St. Rank held MFA Financial as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.