HBWM
MFA

Hollow Brook Wealth Management’s MFA Financial MFA Stock Holding History

Hollow Brook 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
Q1 		– Sell
-3,455
Closed -$105K – 45
2016
Q4 		$105K Hold
3,455
– – 0.06% 46
2016
Q3 		$103K Buy
+3,455
New +$105K 0.06% 53
2016
Q2 		– Sell
-5,927
Closed -$162K – 48
2016
Q1 		$162K Buy
5,927
+2,124
+56% +$55.7K 0.1% 49
2015
Q4 		$100K Buy
3,803
+1,081
+40% +$29.8K 0.05% 52
2015
Q3 		$74K Hold
2,722
– – 0.04% 52
2015
Q2 		$80K Hold
2,722
– – 0.03% 53
2015
Q1 		$86K Hold
2,722
– – 0.03% 53
2014
Q4 		$87K Hold
2,722
– – 0.03% 59
2014
Q3 		$85K Hold
2,722
– – 0.03% 61
2014
Q2 		$89K Hold
2,722
– – 0.03% 54
2014
Q1 		$84K Sell
2,722
-792
-23% -$23.8K 0.03% 60
2013
Q4 		$99K Hold
3,514
– – 0.03% 61
2013
Q3 		$105K Hold
3,514
– – 0.04% 64
2013
Q2 		$119K Buy
+3,514
New +$127K 0.04% 63

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
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Hollow Brook Wealth Management's MFA Position: Q1 2017 in Review

Hollow Brook Wealth Management sold out of MFA Financial (MFA) in Q1 2017, closing a stake of 3,455 shares — an estimated $105K sold.

Hollow Brook Wealth Management first reported a position in MFA in Q2 2013 and held it in 14 quarters. The position peaked at $162K in Q1 2016. 254 funds tracked by Wall St. Rank hold MFA as of Q1 2017.

  • Hollow Brook Wealth Management reported no remaining MFA Financial position as of Q1 2017 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 3,455 MFA Financial shares in Q1 2017, an estimated $105K.
  • Hollow Brook Wealth Management first reported a position in MFA Financial in Q2 2013 and held it in 14 quarters.
  • Hollow Brook Wealth Management's MFA Financial position peaked at $162K in Q1 2016.
  • 254 funds tracked by Wall St. Rank held MFA Financial as of Q1 2017.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.