BIG
MFA

Bellwether Investment Group’s MFA Financial MFA Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-122
Closed -$4K – 390
2017
Q1 		$4K Sell
122
-149,573
-100% -$4.77M 0.01% 657
2016
Q4 		$4.57M Buy
+149,695
New +$4.49M 4.11% 2
2016
Q2 		$3.75M Buy
+128,962
New +$3.63M 4.11% 3

Other funds holding MFA

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bellwether Investment Group's MFA Position: Q2 2017 in Review

Bellwether Investment Group sold out of MFA Financial (MFA) in Q2 2017, closing a stake of 122 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in MFA in Q2 2016 and held it in 3 quarters. The position peaked at $4.57M in Q4 2016. 258 funds tracked by Wall St. Rank hold MFA as of Q2 2017.

  • Bellwether Investment Group reported no remaining MFA Financial position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 122 MFA Financial shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in MFA Financial in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's MFA Financial position peaked at $4.57M in Q4 2016.
  • 258 funds tracked by Wall St. Rank held MFA Financial as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.