EWM
MFA

Evercore Wealth Management’s MFA Financial MFA Stock Holding History

Evercore 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
2017
Q2 		– Sell
-140
Closed -$5K – 1015
2017
Q1 		$5K Hold
140
– – ﹤0.01% 881
2016
Q4 		$4K Hold
140
– – ﹤0.01% 907
2016
Q3 		$4K Hold
140
– – ﹤0.01% 959
2016
Q2 		$4K Hold
140
– – ﹤0.01% 952
2016
Q1 		$4K Hold
140
– – ﹤0.01% 881
2015
Q4 		$4K Hold
140
– – ﹤0.01% 943
2015
Q3 		$4K Hold
140
– – ﹤0.01% 899
2015
Q2 		$4K Hold
140
– – ﹤0.01% 999
2015
Q1 		$4K Hold
140
– – ﹤0.01% 941
2014
Q4 		$4K Hold
140
– – ﹤0.01% 809
2014
Q3 		$4K Buy
+140
New +$4.61K ﹤0.01% 885

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

Evercore Wealth Management's MFA Position: Q2 2017 in Review

Evercore Wealth Management sold out of MFA Financial (MFA) in Q2 2017, closing a stake of 140 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in MFA in Q3 2014 and held it in 11 quarters. The position peaked at $5K in Q1 2017. 258 funds tracked by Wall St. Rank hold MFA as of Q2 2017.

  • Evercore Wealth Management reported no remaining MFA Financial position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 140 MFA Financial shares in Q2 2017, an estimated $5K.
  • Evercore Wealth Management first reported a position in MFA Financial in Q3 2014 and held it in 11 quarters.
  • Evercore Wealth Management's MFA Financial position peaked at $5K in Q1 2017.
  • 258 funds tracked by Wall St. Rank held MFA Financial as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.