IA
MFA

Icon Advisers’s MFA Financial MFA Stock Holding History

Icon Advisers’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
2016
Q4 		– Sell
-22,350
Closed -$669K – 435
2016
Q3 		$669K Sell
22,350
-6,375
-22% -$193K 0.04% 336
2016
Q2 		$835K Hold
28,725
– – 0.06% 274
2016
Q1 		$787K Hold
28,725
– – 0.06% 247
2015
Q4 		$758K Buy
+28,725
New +$793K 0.05% 272
2014
Q3 		– Sell
-10,500
Closed -$345K – 336
2014
Q2 		$345K Hold
10,500
– – 0.02% 303
2014
Q1 		$325K Buy
10,500
+2,775
+36% +$83.5K 0.02% 274
2013
Q4 		$218K Buy
7,725
+1,700
+28% +$49.8K 0.02% 279
2013
Q3 		$180K Buy
+6,025
New +$185K 0.01% 301

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Icon Advisers's MFA Position: Q4 2016 in Review

Icon Advisers sold out of MFA Financial (MFA) in Q4 2016, closing a stake of 22,350 shares — an estimated $669K sold.

Icon Advisers first reported a position in MFA in Q3 2013 and held it in 8 quarters. The position peaked at $835K in Q2 2016. 271 funds tracked by Wall St. Rank hold MFA as of Q4 2016.

  • Icon Advisers reported no remaining MFA Financial position as of Q4 2016 after selling out during the quarter.
  • Icon Advisers sold 22,350 MFA Financial shares in Q4 2016, an estimated $669K.
  • Icon Advisers first reported a position in MFA Financial in Q3 2013 and held it in 8 quarters.
  • Icon Advisers's MFA Financial position peaked at $835K in Q2 2016.
  • 271 funds tracked by Wall St. Rank held MFA Financial as of Q4 2016.

Based on Icon Advisers's 13F filing for Q4 2016, filed 1 Feb 2017.