Forvis Mazars Wealth Advisors’s MFA Financial MFA Stock Holding History

Forvis Mazars Wealth Advisors’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
2018 Q4	–	Sell	-6,500	Closed	-$191K	–	240
2018 Q3	$191K	Hold	6,500	–	–	0.02%	227
2018 Q2	$197K	Hold	6,500	–	–	0.02%	228
2018 Q1	$196K	Sell	6,500 -3,250	-33%	-$96.5K	0.02%	228
2017 Q4	$309K	Sell	9,750 -1,550	-14%	-$51.1K	0.03%	198
2017 Q3	$396K	Hold	11,300	–	–	0.04%	153
2017 Q2	$379K	Hold	11,300	–	–	0.04%	158
2017 Q1	$365K	Hold	11,300	–	–	0.04%	153
2016 Q4	$345K	Hold	11,300	–	–	0.05%	144
2016 Q3	$338K	Hold	11,300	–	–	0.05%	134
2016 Q2	$329K	Hold	11,300	–	–	0.05%	135
2016 Q1	$310K	Sell	11,300 -70	-0.6%	-$1.84K	0.05%	137
2015 Q4	$300K	Buy	11,370 +3	+0%	+$83	0.05%	148
2015 Q3	$310K	Buy	11,367 +67	+0.6%	+$1.97K	0.05%	135
2015 Q2	$334K	Hold	11,300	–	–	0.05%	133
2015 Q1	$355K	Sell	11,300 -250	-2%	-$7.91K	0.05%	131
2014 Q4	$369K	Hold	11,550	–	–	0.06%	114
2014 Q3	$359K	Hold	11,550	–	–	0.06%	101
2014 Q2	$379K	Hold	11,550	–	–	0.06%	103
2014 Q1	$358K	Hold	11,550	–	–	0.06%	118
2013 Q4	$326K	Hold	11,550	–	–	0.06%	120
2013 Q3	$344K	Buy	+11,550	New	+$354K	0.07%	115

Other funds holding MFA

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Forvis Mazars Wealth Advisors's MFA Position: Q4 2018 in Review

Forvis Mazars Wealth Advisors sold out of MFA Financial (MFA) in Q4 2018, closing a stake of 6,500 shares — an estimated $191K sold.

Forvis Mazars Wealth Advisors first reported a position in MFA in Q3 2013 and held it in 21 quarters. The position peaked at $396K in Q3 2017. 273 funds tracked by Wall St. Rank hold MFA as of Q4 2018.

Forvis Mazars Wealth Advisors reported no remaining MFA Financial position as of Q4 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 6,500 MFA Financial shares in Q4 2018, an estimated $191K.
Forvis Mazars Wealth Advisors first reported a position in MFA Financial in Q3 2013 and held it in 21 quarters.
Forvis Mazars Wealth Advisors's MFA Financial position peaked at $396K in Q3 2017.
273 funds tracked by Wall St. Rank held MFA Financial as of Q4 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2018, filed 15 Jan 2019.