BT
MFA

Beacon Trust’s MFA Financial MFA Stock Holding History

Beacon Trust’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
2015
Q3 		– Sell
-6,750
Closed -$200K – 198
2015
Q2 		$200K Hold
6,750
– – 0.03% 193
2015
Q1 		$212K Hold
6,750
– – 0.03% 197
2014
Q4 		$216K Hold
6,750
– – 0.03% 204
2014
Q3 		$210K Hold
6,750
– – 0.03% 188
2014
Q2 		$222K Sell
6,750
-250
-4% -$8.08K 0.04% 180
2014
Q1 		$217K Hold
7,000
– – 0.04% 177
2013
Q4 		$198K Buy
7,000
+3,000
+75% +$87.9K 0.03% 183
2013
Q3 		$119K Buy
+4,000
New +$123K 0.02% 179

Other funds holding MFA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Beacon Trust's MFA Position: Q3 2015 in Review

Beacon Trust sold out of MFA Financial (MFA) in Q3 2015, closing a stake of 6,750 shares — an estimated $200K sold.

Beacon Trust first reported a position in MFA in Q3 2013 and held it in 8 quarters. The position peaked at $222K in Q2 2014. 232 funds tracked by Wall St. Rank hold MFA as of Q3 2015.

  • Beacon Trust reported no remaining MFA Financial position as of Q3 2015 after selling out during the quarter.
  • Beacon Trust sold 6,750 MFA Financial shares in Q3 2015, an estimated $200K.
  • Beacon Trust first reported a position in MFA Financial in Q3 2013 and held it in 8 quarters.
  • Beacon Trust's MFA Financial position peaked at $222K in Q2 2014.
  • 232 funds tracked by Wall St. Rank held MFA Financial as of Q3 2015.

Based on Beacon Trust's 13F filing for Q3 2015, filed 16 Nov 2015.