Brown, Lisle/Cummings’s MFA Financial MFA Stock Holding History

Brown, Lisle/Cummings’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
2023 Q4	–	Sell	-3,225	Closed	-$31K	–	576
2023 Q3	$31K	Buy	+3,225	New	+$34.9K	0.01%	302

Other funds holding MFA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Brown, Lisle/Cummings's MFA Position: Q4 2023 in Review

Brown, Lisle/Cummings sold out of MFA Financial (MFA) in Q4 2023, closing a stake of 3,225 shares — an estimated $31K sold.

Brown, Lisle/Cummings first reported a position in MFA in Q3 2023 and held it in 1 quarter. The position peaked at $31K in Q3 2023. 176 funds tracked by Wall St. Rank hold MFA as of Q4 2023.

Brown, Lisle/Cummings reported no remaining MFA Financial position as of Q4 2023 after selling out during the quarter.
Brown, Lisle/Cummings sold 3,225 MFA Financial shares in Q4 2023, an estimated $31K.
Brown, Lisle/Cummings first reported a position in MFA Financial in Q3 2023 and held it in 1 quarter.
Brown, Lisle/Cummings's MFA Financial position peaked at $31K in Q3 2023.
176 funds tracked by Wall St. Rank held MFA Financial as of Q4 2023.

Based on Brown, Lisle/Cummings's 13F filing for Q4 2023, filed 1 Jul 2024.