GEM
MFA

Global Endowment Management’s MFA Financial MFA Stock Holding History

Global Endowment 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
2014
Q4 		– Sell
-116,500
Closed -$3.63M – 260
2014
Q3 		$3.63M Hold
116,500
– – 0.56% 56
2014
Q2 		$3.83M Hold
116,500
– – 0.58% 49
2014
Q1 		$3.61M Buy
+116,500
New +$3.51M 0.57% 57

Other funds holding MFA

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Endowment Management's MFA Position: Q4 2014 in Review

Global Endowment Management sold out of MFA Financial (MFA) in Q4 2014, closing a stake of 116,500 shares — an estimated $3.63M sold.

Global Endowment Management first reported a position in MFA in Q1 2014 and held it in 3 quarters. The position peaked at $3.83M in Q2 2014. 226 funds tracked by Wall St. Rank hold MFA as of Q4 2014.

  • Global Endowment Management reported no remaining MFA Financial position as of Q4 2014 after selling out during the quarter.
  • Global Endowment Management sold 116,500 MFA Financial shares in Q4 2014, an estimated $3.63M.
  • Global Endowment Management first reported a position in MFA Financial in Q1 2014 and held it in 3 quarters.
  • Global Endowment Management's MFA Financial position peaked at $3.83M in Q2 2014.
  • 226 funds tracked by Wall St. Rank held MFA Financial as of Q4 2014.

Based on Global Endowment Management's 13F filing for Q4 2014, filed 17 Feb 2015.