IWC
MFA

Integrated Wealth Concepts’s MFA Financial MFA Stock Holding History

Integrated Wealth Concepts’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
2020
Q3 		– Sell
-2,899
Closed -$29K – 573
2020
Q2 		$29K Buy
+2,899
New +$22.4K ﹤0.01% 511
2020
Q1 		– Sell
-8,379
Closed -$256K – 459
2019
Q4 		$256K Sell
8,379
-2,582
-24% -$78.8K 0.02% 398
2019
Q3 		$323K Buy
10,961
+6,737
+159% +$196K 0.04% 296
2019
Q2 		$124K Buy
+4,224
New +$123K 0.02% 375

Other funds holding MFA

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Integrated Wealth Concepts's MFA Position: Q3 2020 in Review

Integrated Wealth Concepts sold out of MFA Financial (MFA) in Q3 2020, closing a stake of 2,899 shares — an estimated $29K sold.

Integrated Wealth Concepts first reported a position in MFA in Q2 2019 and held it in 4 quarters. The position peaked at $323K in Q3 2019. 211 funds tracked by Wall St. Rank hold MFA as of Q3 2020.

  • Integrated Wealth Concepts reported no remaining MFA Financial position as of Q3 2020 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,899 MFA Financial shares in Q3 2020, an estimated $29K.
  • Integrated Wealth Concepts first reported a position in MFA Financial in Q2 2019 and held it in 4 quarters.
  • Integrated Wealth Concepts's MFA Financial position peaked at $323K in Q3 2019.
  • 211 funds tracked by Wall St. Rank held MFA Financial as of Q3 2020.

Based on Integrated Wealth Concepts's 13F filing for Q3 2020, filed 13 Nov 2020.