EWM
MFA

Edge Wealth Management’s MFA Financial MFA Stock Holding History

Edge 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
2015
Q4 		– Sell
-16,250
Closed -$437K – 478
2015
Q3 		$437K Hold
16,250
– – 0.16% 70
2015
Q2 		$484K Hold
16,250
– – 0.17% 65
2015
Q1 		$511K Hold
16,250
– – 0.17% 67
2014
Q4 		$521K Buy
+16,250
New +$535K 0.19% 66
2014
Q2 		– Sell
-225
Closed -$7K – 407
2014
Q1 		$7K Hold
225
– – ﹤0.01% 305
2013
Q4 		$6K Hold
225
– – ﹤0.01% 290
2013
Q3 		$7K Hold
225
– – ﹤0.01% 254
2013
Q2 		$8K Buy
+225
New +$8.1K 0.01% 244

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Wealth Management's MFA Position: Q4 2015 in Review

Edge Wealth Management sold out of MFA Financial (MFA) in Q4 2015, closing a stake of 16,250 shares — an estimated $437K sold.

Edge Wealth Management first reported a position in MFA in Q2 2013 and held it in 8 quarters. The position peaked at $521K in Q4 2014. 236 funds tracked by Wall St. Rank hold MFA as of Q4 2015.

  • Edge Wealth Management reported no remaining MFA Financial position as of Q4 2015 after selling out during the quarter.
  • Edge Wealth Management sold 16,250 MFA Financial shares in Q4 2015, an estimated $437K.
  • Edge Wealth Management first reported a position in MFA Financial in Q2 2013 and held it in 8 quarters.
  • Edge Wealth Management's MFA Financial position peaked at $521K in Q4 2014.
  • 236 funds tracked by Wall St. Rank held MFA Financial as of Q4 2015.

Based on Edge Wealth Management's 13F filing for Q4 2015, filed 11 Jan 2016.