DWM
MFA

Doyle Wealth Management’s MFA Financial MFA Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-699
Closed -$20K – 526
2019
Q2 		$20K Buy
+699
New +$20.4K ﹤0.01% 509
2019
Q1 		– Sell
-1,194
Closed -$32K – 511
2018
Q4 		$32K Buy
+1,194
New +$33.5K 0.01% 439

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Doyle Wealth Management's MFA Position: Q3 2019 in Review

Doyle Wealth Management sold out of MFA Financial (MFA) in Q3 2019, closing a stake of 699 shares — an estimated $20K sold.

Doyle Wealth Management first reported a position in MFA in Q4 2018 and held it in 2 quarters. The position peaked at $32K in Q4 2018. 273 funds tracked by Wall St. Rank hold MFA as of Q3 2019.

  • Doyle Wealth Management reported no remaining MFA Financial position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 699 MFA Financial shares in Q3 2019, an estimated $20K.
  • Doyle Wealth Management first reported a position in MFA Financial in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's MFA Financial position peaked at $32K in Q4 2018.
  • 273 funds tracked by Wall St. Rank held MFA Financial as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.